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

Genesee 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
Q3 		– Sell
-54,342
Closed -$3.91M – 128
2021
Q2 		$3.91M Buy
+54,342
New +$3.91M 0.51% 21

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Genesee Capital Advisors's IUSV Position: Q3 2021 in Review

Genesee Capital Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2021, closing a stake of 54,342 shares — an estimated $3.91M sold.

Genesee Capital Advisors first reported a position in IUSV in Q2 2021 and held it in 1 quarter. The position peaked at $3.91M in Q2 2021. 422 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

  • Genesee Capital Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2021 after selling out during the quarter.
  • Genesee Capital Advisors sold 54,342 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $3.91M.
  • Genesee Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 1 quarter.
  • Genesee Capital Advisors's iShares Core S&P US Value ETF position peaked at $3.91M in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on Genesee Capital Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.