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ETrade Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

ETrade Capital 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
2020
Q2 		– Sell
-7,087
Closed -$327K – 879
2020
Q1 		$327K Buy
+7,087
New +$408K 0.01% 573

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

ETrade Capital Management's IUSV Position: Q2 2020 in Review

ETrade Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2020, closing a stake of 7,087 shares — an estimated $327K sold.

ETrade Capital Management first reported a position in IUSV in Q1 2020 and held it in 1 quarter. The position peaked at $327K in Q1 2020. 319 funds tracked by Wall St. Rank hold IUSV as of Q2 2020.

  • ETrade Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2020 after selling out during the quarter.
  • ETrade Capital Management sold 7,087 iShares Core S&P US Value ETF shares in Q2 2020, an estimated $327K.
  • ETrade Capital Management first reported a position in iShares Core S&P US Value ETF in Q1 2020 and held it in 1 quarter.
  • ETrade Capital Management's iShares Core S&P US Value ETF position peaked at $327K in Q1 2020.
  • 319 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2020.

Based on ETrade Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.