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

Bristlecone 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
-11,170
Closed -$516K – 162
2020
Q1 		$516K Buy
11,170
+7,870
+238% +$453K 0.12% 113
2019
Q4 		$208K Buy
+3,300
New +$199K 0.04% 198

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bristlecone Advisors's IUSV Position: Q2 2020 in Review

Bristlecone Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2020, closing a stake of 11,170 shares — an estimated $516K sold.

Bristlecone Advisors first reported a position in IUSV in Q4 2019 and held it in 2 quarters. The position peaked at $516K in Q1 2020. 317 funds tracked by Wall St. Rank hold IUSV as of Q2 2020.

  • Bristlecone Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2020 after selling out during the quarter.
  • Bristlecone Advisors sold 11,170 iShares Core S&P US Value ETF shares in Q2 2020, an estimated $516K.
  • Bristlecone Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 2 quarters.
  • Bristlecone Advisors's iShares Core S&P US Value ETF position peaked at $516K in Q1 2020.
  • 317 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2020.

Based on Bristlecone Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.