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Beacon Pointe Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		– Sell
-4,495
Closed -$260K – 281
2019
Q3 		$260K Buy
+4,495
New +$256K 0.05% 224

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IUSV Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2019, closing a stake of 4,495 shares — an estimated $260K sold.

Beacon Pointe Wealth Advisors first reported a position in IUSV in Q3 2019 and held it in 1 quarter. The position peaked at $260K in Q3 2019. 344 funds tracked by Wall St. Rank hold IUSV as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 4,495 iShares Core S&P US Value ETF shares in Q4 2019, an estimated $260K.
  • Beacon Pointe Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's iShares Core S&P US Value ETF position peaked at $260K in Q3 2019.
  • 344 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.