ZIM
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Zacks Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-5,204
Closed -$407K – 661
2023
Q2 		$407K Buy
5,204
+1
+0% +$75 0.01% 484
2023
Q1 		$384K Sell
5,203
-123
-2% -$9.06K 0.01% 486
2022
Q4 		$376K Buy
5,326
+509
+11% +$35.4K 0.01% 477
2022
Q3 		$302K Hold
4,817
– – ﹤0.01% 483
2022
Q2 		$322K Buy
4,817
+1,236
+35% +$88.8K ﹤0.01% 479
2022
Q1 		$272K Buy
+3,581
New +$268K ﹤0.01% 531

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Zacks Investment Management's IUSV Position: Q3 2023 in Review

Zacks Investment Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 5,204 shares — an estimated $407K sold.

Zacks Investment Management first reported a position in IUSV in Q1 2022 and held it in 6 quarters. The position peaked at $407K in Q2 2023. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • Zacks Investment Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 5,204 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $407K.
  • Zacks Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2022 and held it in 6 quarters.
  • Zacks Investment Management's iShares Core S&P US Value ETF position peaked at $407K in Q2 2023.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.