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West Branch Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

West Branch Capital’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
-185
Closed -$16.3K – 634
2024
Q2 		$16.3K Buy
+185
New +$16.3K 0.01% 235

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 $3.51B AUM 13.98% 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

West Branch Capital's IUSV Position: Q3 2024 in Review

West Branch Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2024, closing a stake of 185 shares — an estimated $16.3K sold.

West Branch Capital first reported a position in IUSV in Q2 2024 and held it in 1 quarter. The position peaked at $16.3K in Q2 2024. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • West Branch Capital reported no remaining iShares Core S&P US Value ETF position as of Q3 2024 after selling out during the quarter.
  • West Branch Capital sold 185 iShares Core S&P US Value ETF shares in Q3 2024, an estimated $16.3K.
  • West Branch Capital first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 1 quarter.
  • West Branch Capital's iShares Core S&P US Value ETF position peaked at $16.3K in Q2 2024.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.