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Institutional & Family Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Institutional & Family Asset Management’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
Q4 		– Sell
-2,325
Closed -$126K – 899
2020
Q3 		$126K Buy
2,325
+122
+6% +$6.67K 0.03% 211
2020
Q2 		$115K Buy
+2,203
New +$112K 0.02% 220

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Institutional & Family Asset Management's IUSV Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2020, closing a stake of 2,325 shares — an estimated $126K sold.

Institutional & Family Asset Management first reported a position in IUSV in Q2 2020 and held it in 2 quarters. The position peaked at $126K in Q3 2020. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,325 iShares Core S&P US Value ETF shares in Q4 2020, an estimated $126K.
  • Institutional & Family Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's iShares Core S&P US Value ETF position peaked at $126K in Q3 2020.
  • 374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.