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Woodmont Investment Counsel’s iShares Core S&P US Value ETF IUSV Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-1,628
Closed -$147K – 300
2024
Q1 		$147K Buy
+1,628
New +$140K 0.01% 267

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

Woodmont Investment Counsel's IUSV Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 1,628 shares — an estimated $147K sold.

Woodmont Investment Counsel first reported a position in IUSV in Q1 2024 and held it in 1 quarter. The position peaked at $147K in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,628 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $147K.
  • Woodmont Investment Counsel first reported a position in iShares Core S&P US Value ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares Core S&P US Value ETF position peaked at $147K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.