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WR Wealth Planners’s iShares Core S&P US Value ETF IUSV Stock Holding History

WR Wealth Planners’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
Q4 		$6.21K Hold
67
– – ﹤0.01% 660
2024
Q3 		$6.37K Buy
67
+1
+2% +$92 ﹤0.01% 700
2024
Q2 		$5.84K Hold
66
– – ﹤0.01% 695
2024
Q1 		$5.97K Buy
+66
New +$5.68K ﹤0.01% 685

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 $9.54B AUM 19.86% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

WR Wealth Planners's IUSV Position: Q4 2024 in Review

WR Wealth Planners held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2024 at 67 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

WR Wealth Planners first reported a position in IUSV in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.37K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • WR Wealth Planners held 67 shares of iShares Core S&P US Value ETF worth $6.21K as of Q4 2024.
  • WR Wealth Planners left its iShares Core S&P US Value ETF share count unchanged in Q4 2024.
  • iShares Core S&P US Value ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #660 holding.
  • WR Wealth Planners first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's iShares Core S&P US Value ETF position peaked at $6.37K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.