BRWM
IUSV icon

B. Riley Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

B. Riley Wealth 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
2014
Q2 		– Sell
-3,300
Closed -$139K – 1133
2014
Q1 		$139K Buy
+3,300
New +$135K 0.1% 252

Other funds holding IUSV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

B. Riley Wealth Management's IUSV Position: Q2 2014 in Review

B. Riley Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2014, closing a stake of 3,300 shares — an estimated $139K sold.

B. Riley Wealth Management first reported a position in IUSV in Q1 2014 and held it in 1 quarter. The position peaked at $139K in Q1 2014. 73 funds tracked by Wall St. Rank hold IUSV as of Q2 2014.

  • B. Riley Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,300 iShares Core S&P US Value ETF shares in Q2 2014, an estimated $139K.
  • B. Riley Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's iShares Core S&P US Value ETF position peaked at $139K in Q1 2014.
  • 73 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.