CBFP
IUSV icon

Cedar Brook Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cedar Brook Financial 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
2020
Q1 		– Sell
-3,421
Closed -$216K – 270
2019
Q4 		$216K Buy
+3,421
New +$206K 0.09% 259

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Brook Financial Partners's IUSV Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2020, closing a stake of 3,421 shares — an estimated $216K sold.

Cedar Brook Financial Partners first reported a position in IUSV in Q4 2019 and held it in 1 quarter. The position peaked at $216K in Q4 2019. 306 funds tracked by Wall St. Rank hold IUSV as of Q1 2020.

  • Cedar Brook Financial Partners reported no remaining iShares Core S&P US Value ETF position as of Q1 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,421 iShares Core S&P US Value ETF shares in Q1 2020, an estimated $216K.
  • Cedar Brook Financial Partners first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 1 quarter.
  • Cedar Brook Financial Partners's iShares Core S&P US Value ETF position peaked at $216K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.