Wolff Wiese Magana’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-74	Closed	-$5.52K	–	792
2023 Q3	$5.52K	Hold	74	–	–	﹤0.01%	422
2023 Q2	$5.79K	Hold	74	–	–	﹤0.01%	423
2023 Q1	$5.46K	Hold	74	–	–	﹤0.01%	419
2022 Q4	$5.23K	Hold	74	–	–	﹤0.01%	405
2022 Q3	$5K	Hold	74	–	–	﹤0.01%	608
2022 Q2	$5K	Buy	74 +17	+30%	+$1.22K	﹤0.01%	631
2022 Q1	$4K	Hold	57	–	–	﹤0.01%	659
2021 Q4	$4K	Buy	57 +17	+43%	+$1.26K	﹤0.01%	661
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	678
2021 Q2	$3K	Buy	+40	New	+$2.88K	﹤0.01%	679

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolff Wiese Magana's IUSV Position: Q4 2023 in Review

Wolff Wiese Magana sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2023, closing a stake of 74 shares — an estimated $5.52K sold.

Wolff Wiese Magana first reported a position in IUSV in Q2 2021 and held it in 10 quarters. The position peaked at $5.79K in Q2 2023. 626 funds tracked by Wall St. Rank hold IUSV as of Q4 2023.

Wolff Wiese Magana reported no remaining iShares Core S&P US Value ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 74 iShares Core S&P US Value ETF shares in Q4 2023, an estimated $5.52K.
Wolff Wiese Magana first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 10 quarters.
Wolff Wiese Magana's iShares Core S&P US Value ETF position peaked at $5.79K in Q2 2023.
626 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.