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Halpern Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Halpern Financial’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
-75
Closed -$4.74K – 175
2019
Q4 		$4.74K Buy
+75
New +$4.52K ﹤0.01% 155

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Halpern Financial's IUSV Position: Q1 2020 in Review

Halpern Financial sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2020, closing a stake of 75 shares — an estimated $4.74K sold.

Halpern Financial first reported a position in IUSV in Q4 2019 and held it in 1 quarter. The position peaked at $4.74K in Q4 2019. 306 funds tracked by Wall St. Rank hold IUSV as of Q1 2020.

  • Halpern Financial reported no remaining iShares Core S&P US Value ETF position as of Q1 2020 after selling out during the quarter.
  • Halpern Financial sold 75 iShares Core S&P US Value ETF shares in Q1 2020, an estimated $4.74K.
  • Halpern Financial first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 1 quarter.
  • Halpern Financial's iShares Core S&P US Value ETF position peaked at $4.74K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.