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

Win 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
2023
Q1 		– Sell
-10
Closed -$706 – 90
2022
Q4 		$706 Hold
10
– – ﹤0.01% 130
2022
Q3 		$1K Hold
10
– – ﹤0.01% 122
2022
Q2 		$1K Hold
10
– – ﹤0.01% 153
2022
Q1 		$1K Hold
10
– – ﹤0.01% 196
2021
Q4 		$1K Buy
+10
New +$742 ﹤0.01% 60

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Win Advisors's IUSV Position: Q1 2023 in Review

Win Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 10 shares — an estimated $706 sold.

Win Advisors first reported a position in IUSV in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Win Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 10 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $706.
  • Win Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 5 quarters.
  • Win Advisors's iShares Core S&P US Value ETF position peaked at $1K in Q3 2022.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.