Elevated Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Elevated Capital Advisors’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 Q1	$3.21M	Buy	+45,723	New	+$3M	1.25%	18

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Elevated Capital Advisors's IUSV Position: Q1 2021 in Review

Elevated Capital Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2021: 45,723 shares worth $3.21M. The stake represents 1.25% of the portfolio and ranks #18 among its holdings.

403 funds tracked by Wall St. Rank hold IUSV as of Q1 2021.

Elevated Capital Advisors held 45,723 shares of iShares Core S&P US Value ETF worth $3.21M as of Q1 2021.
iShares Core S&P US Value ETF was a new Elevated Capital Advisors position in Q1 2021.
iShares Core S&P US Value ETF made up 1.25% of Elevated Capital Advisors's portfolio in Q1 2021, its #18 holding.
403 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.