CIBC Asset Management
IUSV icon

CIBC Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

CIBC Asset Management’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
2022
Q2 		– Sell
-7,085
Closed -$538K – 1379
2022
Q1 		$538K Buy
7,085
+80
+1% +$6K ﹤0.01% 815
2021
Q4 		$535K Buy
7,005
+855
+14% +$63.4K ﹤0.01% 818
2021
Q3 		$436K Sell
6,150
-3,615
-37% -$263K ﹤0.01% 860
2021
Q2 		$703K Buy
+9,765
New +$702K ﹤0.01% 748

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Asset Management's IUSV Position: Q2 2022 in Review

CIBC Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2022, closing a stake of 7,085 shares — an estimated $538K sold.

CIBC Asset Management first reported a position in IUSV in Q2 2021 and held it in 4 quarters. The position peaked at $703K in Q2 2021. 484 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

  • CIBC Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2022 after selling out during the quarter.
  • CIBC Asset Management sold 7,085 iShares Core S&P US Value ETF shares in Q2 2022, an estimated $538K.
  • CIBC Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 4 quarters.
  • CIBC Asset Management's iShares Core S&P US Value ETF position peaked at $703K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

Based on CIBC Asset Management's 13F filing for Q2 2022, filed 9 Aug 2022.