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

Wipfli 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
2022
Q3 		$3K Buy
+54
New +$3.73K ﹤0.01% 2213

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 $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wipfli Financial Advisors's IUSV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2022: 54 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings.

478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Wipfli Financial Advisors held 54 shares of iShares Core S&P US Value ETF worth $3K as of Q3 2022.
  • iShares Core S&P US Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2213 holding.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.