Advocacy Wealth Management Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Advocacy Wealth Management Services’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
2020 Q4	–	Sell	-22,791	Closed	-$1.24M	–	145
2020 Q3	$1.24M	Buy	22,791 +4,798	+27%	+$262K	0.2%	31
2020 Q2	$940K	Sell	17,993 -3,559	-17%	-$182K	0.19%	35
2020 Q1	$949K	Buy	21,552 +13,736	+176%	+$790K	0.21%	25
2019 Q4	$493K	Buy	7,816 +3,816	+95%	+$230K	0.14%	26
2019 Q3	$231K	Buy	+4,000	New	+$228K	0.15%	25
2018 Q2	–	Sell	-67	Closed	-$4K	–	188
2018 Q1	$4K	Hold	67	–	–	﹤0.01%	182
2017 Q4	$4K	Buy	+67	New	+$3.6K	﹤0.01%	194

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advocacy Wealth Management Services's IUSV Position: Q4 2020 in Review

Advocacy Wealth Management Services sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2020, closing a stake of 22,791 shares — an estimated $1.24M sold.

Advocacy Wealth Management Services first reported a position in IUSV in Q4 2017 and held it in 7 quarters. The position peaked at $1.24M in Q3 2020. 375 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

Advocacy Wealth Management Services reported no remaining iShares Core S&P US Value ETF position as of Q4 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 22,791 iShares Core S&P US Value ETF shares in Q4 2020, an estimated $1.24M.
Advocacy Wealth Management Services first reported a position in iShares Core S&P US Value ETF in Q4 2017 and held it in 7 quarters.
Advocacy Wealth Management Services's iShares Core S&P US Value ETF position peaked at $1.24M in Q3 2020.
375 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2020, filed 6 Jan 2021.