Anchor Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Anchor Capital Advisors’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 Q2	–	Sell	-10,880	Closed	-$502K	–	249
2020 Q1	$502K	Hold	10,880	–	–	0.01%	183
2019 Q4	$686K	Hold	10,880	–	–	0.01%	186
2019 Q3	$629K	Hold	10,880	–	–	0.02%	191
2019 Q2	$616K	Hold	10,880	–	–	0.02%	184
2019 Q1	$597	Sell	10,880 -30,423	-74%	-$1.63M	0.01%	187
2018 Q4	$2.03M	Buy	+41,303	New	+$2.2M	0.08%	120

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $374B AUM 17.66% 1-Year Est. Return

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

Anchor Capital Advisors's IUSV Position: Q2 2020 in Review

Anchor Capital Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2020, closing a stake of 10,880 shares — an estimated $502K sold.

Anchor Capital Advisors first reported a position in IUSV in Q4 2018 and held it in 6 quarters. The position peaked at $2.03M in Q4 2018. 317 funds tracked by Wall St. Rank hold IUSV as of Q2 2020.

Anchor Capital Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2020 after selling out during the quarter.
Anchor Capital Advisors sold 10,880 iShares Core S&P US Value ETF shares in Q2 2020, an estimated $502K.
Anchor Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 6 quarters.
Anchor Capital Advisors's iShares Core S&P US Value ETF position peaked at $2.03M in Q4 2018.
317 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2020.

Based on Anchor Capital Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.