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

Castleview 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	$56K	Buy	+778	New	+$56K	0.02%	384

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castleview Partners's IUSV Position: Q2 2021 in Review

Castleview Partners opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2021: 778 shares worth $56K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings.

417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

Castleview Partners held 778 shares of iShares Core S&P US Value ETF worth $56K as of Q2 2021.
iShares Core S&P US Value ETF was a new Castleview Partners position in Q2 2021.
iShares Core S&P US Value ETF made up 0.02% of Castleview Partners's portfolio in Q2 2021, its #384 holding.
417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.