WFA
IUSV icon

Wellspring Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wellspring Financial Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,223
Closed -$1.25M – 172
2024
Q2 		$1.25M Buy
+14,223
New +$1.25M 0.17% 52

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Wellspring Financial Advisors's IUSV Position: Q3 2024 in Review

Wellspring Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2024, closing a stake of 14,223 shares — an estimated $1.25M sold.

Wellspring Financial Advisors first reported a position in IUSV in Q2 2024 and held it in 1 quarter. The position peaked at $1.25M in Q2 2024. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • Wellspring Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 14,223 iShares Core S&P US Value ETF shares in Q3 2024, an estimated $1.25M.
  • Wellspring Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's iShares Core S&P US Value ETF position peaked at $1.25M in Q2 2024.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Wellspring Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.