First Manhattan
IUSV icon

First Manhattan’s iShares Core S&P US Value ETF IUSV Stock Holding History

First Manhattan’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
2024
Q2 		– Sell
-1,072
Closed -$97K – 991
2024
Q1 		$97K Sell
1,072
-100
-9% -$8.61K ﹤0.01% 773
2023
Q4 		$98.8K Hold
1,172
– – ﹤0.01% 756
2023
Q3 		$87.5K Sell
1,172
-2,625
-69% -$206K ﹤0.01% 783
2023
Q2 		$297K Sell
3,797
-9,175
-71% -$685K ﹤0.01% 588
2023
Q1 		$957K Sell
12,972
-568
-4% -$41.8K ﹤0.01% 406
2022
Q4 		$956K Sell
13,540
-400
-3% -$27.8K ﹤0.01% 417
2022
Q3 		$872K Sell
13,940
-1,863
-12% -$129K ﹤0.01% 431
2022
Q2 		$1.06M Sell
15,803
-1,025
-6% -$73.6K ﹤0.01% 405
2022
Q1 		$1.28M Sell
16,828
-125
-0.7% -$9.37K ﹤0.01% 414
2021
Q4 		$1.29M Sell
16,953
-750
-4% -$55.6K ﹤0.01% 403
2021
Q3 		$1.25M Sell
17,703
-190
-1% -$13.8K ﹤0.01% 399
2021
Q2 		$1.29M Sell
17,893
-247
-1% -$17.8K ﹤0.01% 400
2021
Q1 		$1.25M Hold
18,140
– – 0.01% 395
2020
Q4 		$1.13M Hold
18,140
– – 0.01% 381
2020
Q3 		$984K Hold
18,140
– – 0.01% 393
2020
Q2 		$947K Hold
18,140
– – 0.01% 401
2020
Q1 		$837K Hold
18,140
– – 0.01% 401
2019
Q4 		$1.14M Sell
18,140
-500
-3% -$30.1K 0.01% 393
2019
Q3 		$1.08M Sell
18,640
-300
-2% -$17.1K 0.01% 405
2019
Q2 		$1.07M Hold
18,940
– – 0.01% 420
2019
Q1 		$1.04M Sell
18,940
-975
-5% -$52.1K 0.01% 431
2018
Q4 		$977K Sell
19,915
-550
-3% -$29.2K 0.01% 442
2018
Q3 		$1.15M Hold
20,465
– – 0.01% 446
2018
Q2 		$1.1M Sell
20,465
-1,200
-6% -$64.7K 0.01% 435
2018
Q1 		$1.15M Sell
21,665
-400
-2% -$22.2K 0.01% 420
2017
Q4 		$1.22M Sell
22,065
-250
-1% -$13.4K 0.01% 421
2017
Q3 		$1.17M Buy
22,315
+590
+3% +$30.3K 0.01% 413
2017
Q2 		$1.11M Sell
21,725
-750
-3% -$37.9K 0.01% 416
2017
Q1 		$1.13M Buy
+22,475
New +$1.13M 0.01% 413

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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Manhattan's IUSV Position: Q2 2024 in Review

First Manhattan sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 1,072 shares — an estimated $97K sold.

First Manhattan first reported a position in IUSV in Q1 2017 and held it in 29 quarters. The position peaked at $1.29M in Q4 2021. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • First Manhattan reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • First Manhattan sold 1,072 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $97K.
  • First Manhattan first reported a position in iShares Core S&P US Value ETF in Q1 2017 and held it in 29 quarters.
  • First Manhattan's iShares Core S&P US Value ETF position peaked at $1.29M in Q4 2021.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.