GFPC
IUSV icon

Global Financial Private Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Global Financial Private Capital’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
Q1 		– Sell
-1
Closed – – 403
2019
Q4 		$0 Buy
+1
New +$60 ﹤0.01% 411

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Financial Private Capital's IUSV Position: Q1 2020 in Review

Global Financial Private Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2020, closing a stake of 1 share.

Global Financial Private Capital first reported a position in IUSV in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 307 funds tracked by Wall St. Rank hold IUSV as of Q1 2020.

  • Global Financial Private Capital reported no remaining iShares Core S&P US Value ETF position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Capital sold 1 iShares Core S&P US Value ETF share in Q1 2020.
  • Global Financial Private Capital first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 1 quarter.
  • Global Financial Private Capital's iShares Core S&P US Value ETF position peaked at $0 in Q4 2019.
  • 307 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.