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Wilbanks Smith & Thomas Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$1.63M Buy
18,074
+3,850
+27% +$331K 0.05% 183
2023
Q4 		$1.2M Buy
+14,224
New +$1.11M 0.04% 203
2018
Q4 		– Sell
-2,631
Closed -$148K – 835
2018
Q3 		$148K Buy
+2,631
New +$147K 0.01% 452

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 $445B AUM 25.58% 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 $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IUSV Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares Core S&P US Value ETF (IUSV) stake by 27% in Q1 2024, buying an estimated $331K and bringing the position to 18,074 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #183.

Wilbanks Smith & Thomas Asset Management first reported a position in IUSV in Q3 2018 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 18,074 shares of iShares Core S&P US Value ETF worth $1.63M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 3,850 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $331K.
  • iShares Core S&P US Value ETF made up 0.05% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #183 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Core S&P US Value ETF in Q3 2018 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.