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Zullo Investment Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Zullo Investment Group’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
-112
Closed -$7K – 777
2022
Q2 		$7K Buy
112
+1
+0.9% +$72 ﹤0.01% 559
2022
Q1 		$8K Buy
111
+10
+10% +$750 ﹤0.01% 569
2021
Q4 		$8K Buy
+101
New +$7.49K ﹤0.01% 571

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Zullo Investment Group's IUSV Position: Q3 2022 in Review

Zullo Investment Group sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 112 shares — an estimated $7K sold.

Zullo Investment Group first reported a position in IUSV in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Zullo Investment Group reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Zullo Investment Group sold 112 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $7K.
  • Zullo Investment Group first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 3 quarters.
  • Zullo Investment Group's iShares Core S&P US Value ETF position peaked at $8K in Q1 2022.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Zullo Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.