HCR Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

HCR Wealth 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 Q1	–	Sell	-175	Closed	-$11K	–	212
2020 Q4	$11K	Hold	175	–	–	﹤0.01%	247
2020 Q3	$10K	Hold	175	–	–	﹤0.01%	223
2020 Q2	$9K	Hold	175	–	–	﹤0.01%	226
2020 Q1	$8K	Hold	175	–	–	﹤0.01%	216
2019 Q4	$11K	Buy	+175	New	+$10.6K	﹤0.01%	208

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HCR Wealth Advisors's IUSV Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2021, closing a stake of 175 shares — an estimated $11K sold.

HCR Wealth Advisors first reported a position in IUSV in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q4 2020. 402 funds tracked by Wall St. Rank hold IUSV as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 175 iShares Core S&P US Value ETF shares in Q1 2021, an estimated $11K.
HCR Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares Core S&P US Value ETF position peaked at $11K in Q4 2020.
402 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.