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IUSV icon

Biegel & Waller’s iShares Core S&P US Value ETF IUSV Stock Holding History

Biegel & Waller’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
Q3 		$8.47M Buy
146,468
+55,381
+61% +$3.15M 4.74% 7
2019
Q2 		$5.16M Sell
91,087
-2,431
-3% -$135K 2.64% 13
2019
Q1 		$5.13M Buy
93,518
+1,007
+1% +$53.8K 2.64% 13
2018
Q4 		$4.54M Buy
92,511
+9,967
+12% +$530K 2.68% 12
2018
Q3 		$4.65M Buy
82,544
+10,641
+15% +$595K 2.69% 12
2018
Q2 		$3.86M Buy
71,903
+3,470
+5% +$187K 2.4% 11
2018
Q1 		$3.63M Buy
68,433
+14,162
+26% +$785K 2.31% 12
2017
Q4 		$3.01M Buy
+54,271
New +$2.92M 1.75% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return