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

West 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
2021
Q4 		– Sell
-40
Closed -$3K – 175
2021
Q3 		$3K Hold
40
– – ﹤0.01% 140
2021
Q2 		$3K Hold
40
– – ﹤0.01% 135
2021
Q1 		$3K Buy
+40
New +$2.63K ﹤0.01% 135

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

West Financial Advisors's IUSV Position: Q4 2021 in Review

West Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2021, closing a stake of 40 shares — an estimated $3K sold.

West Financial Advisors first reported a position in IUSV in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q4 2021.

  • West Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2021 after selling out during the quarter.
  • West Financial Advisors sold 40 iShares Core S&P US Value ETF shares in Q4 2021, an estimated $3K.
  • West Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 3 quarters.
  • West Financial Advisors's iShares Core S&P US Value ETF position peaked at $3K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2021.

Based on West Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.