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Brand Asset Management Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Brand Asset Management Group’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
2021
Q2 		– Sell
-399
Closed -$27K – 163
2021
Q1 		$27K Hold
399
– – 0.01% 179
2020
Q4 		$25K Buy
+399
New +$23.4K 0.01% 163

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brand Asset Management Group's IUSV Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 399 shares — an estimated $27K sold.

Brand Asset Management Group first reported a position in IUSV in Q4 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

  • Brand Asset Management Group reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 399 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $27K.
  • Brand Asset Management Group first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 2 quarters.
  • Brand Asset Management Group's iShares Core S&P US Value ETF position peaked at $27K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.