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Advus Financial Partners, LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

Advus Financial Partners, LLC’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 		– Sell
-5,089
Closed -$340K – 135
2022
Q2 		$340K Sell
5,089
-15,631
-75% -$1.12M 0.18% 80
2022
Q1 		$1.57M Buy
+20,720
New +$1.55M 0.8% 24
2021
Q3 		$2.67M Buy
+34,961
New +$2.54M 1.47% 13

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $786B AUM 40.34% 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 $250B AUM 21.32% 1-Year Est. Return

Advus Financial Partners, LLC's IUSV Position: Q3 2022 in Review

Advus Financial Partners, LLC sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 5,089 shares — an estimated $340K sold.

Advus Financial Partners, LLC first reported a position in IUSV in Q3 2021 and held it in 3 quarters. The position peaked at $2.67M in Q3 2021. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Advus Financial Partners, LLC reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 5,089 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $340K.
  • Advus Financial Partners, LLC first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 3 quarters.
  • Advus Financial Partners, LLC's iShares Core S&P US Value ETF position peaked at $2.67M in Q3 2021.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2022, filed 25 Aug 2026.