HCA
IUSV icon

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

Heck 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
2020
Q2 		– Sell
-7,213
Closed -$333K – 111
2020
Q1 		$333K Sell
7,213
-1,165
-14% -$67K 0.1% 58
2019
Q4 		$528K Sell
8,378
-34
-0.4% -$2.05K 0.13% 48
2019
Q3 		$486K Sell
8,412
-115
-1% -$6.54K 0.15% 47
2019
Q2 		$483K Buy
8,527
+192
+2% +$10.7K 0.13% 45
2019
Q1 		$457K Sell
8,335
-67
-0.8% -$3.58K 0.14% 46
2018
Q4 		$412K Sell
8,402
-478
-5% -$25.4K 0.15% 44
2018
Q3 		$501K Hold
8,880
– – 0.17% 46
2018
Q2 		$477K Buy
8,880
+338
+4% +$18.2K 0.17% 44
2018
Q1 		$454K Sell
8,542
-436
-5% -$24.2K 0.2% 38
2017
Q4 		$497K Buy
8,978
+2,965
+49% +$159K 0.24% 32
2017
Q3 		$315K Sell
6,013
-41,507
-87% -$2.13M 0.17% 39
2017
Q2 		$2.42M Sell
47,520
-107,032
-69% -$5.41M 1.41% 19
2017
Q1 		$7.8M Buy
154,552
+28,846
+23% +$1.45M 4.81% 9
2016
Q4 		$6.18M Buy
+125,706
New +$5.94M 4.49% 9

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Heck Capital Advisors's IUSV Position: Q2 2020 in Review

Heck Capital Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2020, closing a stake of 7,213 shares — an estimated $333K sold.

Heck Capital Advisors first reported a position in IUSV in Q4 2016 and held it in 14 quarters. The position peaked at $7.8M in Q1 2017. 318 funds tracked by Wall St. Rank hold IUSV as of Q2 2020.

  • Heck Capital Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2020 after selling out during the quarter.
  • Heck Capital Advisors sold 7,213 iShares Core S&P US Value ETF shares in Q2 2020, an estimated $333K.
  • Heck Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2016 and held it in 14 quarters.
  • Heck Capital Advisors's iShares Core S&P US Value ETF position peaked at $7.8M in Q1 2017.
  • 318 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2020.

Based on Heck Capital Advisors's 13F filing for Q2 2020, filed 19 May 2025.