CPIG
IUSV icon

Chicago Partners Investment Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Chicago Partners Investment 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
2026
Q1 		$203K Buy
+1,899
New +$199K ﹤0.01% 1338
2018
Q4 		– Sell
-3,745
Closed -$195K – 623
2018
Q3 		$195K Sell
3,745
-455
-11% -$25.4K 0.03% 308
2018
Q2 		$225K Buy
4,200
+2,000
+91% +$108K 0.03% 259
2018
Q1 		$117K Sell
2,200
-100
-4% -$5.54K 0.02% 319
2017
Q4 		$127K Buy
2,300
+100
+5% +$5.38K 0.02% 319
2017
Q3 		$115K Sell
2,200
-1,900
-46% -$97.5K 0.02% 329
2017
Q2 		$205K Buy
+4,100
New +$207K 0.05% 194

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return