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BSW Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

BSW Wealth Partners’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
-3,402
Closed -$234K – 248
2021
Q1 		$234K Buy
+3,402
New +$223K 0.07% 187

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Thrivent Financial for Lutherans
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Franklin Resources
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AL
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UBS Group
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S
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BSW Wealth Partners's IUSV Position: Q2 2021 in Review

BSW Wealth Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 3,402 shares — an estimated $234K sold.

BSW Wealth Partners first reported a position in IUSV in Q1 2021 and held it in 1 quarter. The position peaked at $234K in Q1 2021. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

  • BSW Wealth Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 3,402 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $234K.
  • BSW Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 1 quarter.
  • BSW Wealth Partners's iShares Core S&P US Value ETF position peaked at $234K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on BSW Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.