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Keebeck Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Keebeck Wealth 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
Q3 		– Sell
-145
Closed -$7K – 273
2020
Q2 		$7K Buy
+145
New +$7.4K ﹤0.01% 323
2020
Q1 		– Sell
-145
Closed -$9K – 244
2019
Q4 		$9K Buy
+145
New +$8.74K ﹤0.01% 298

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Keebeck Wealth Management's IUSV Position: Q3 2020 in Review

Keebeck Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 145 shares — an estimated $7K sold.

Keebeck Wealth Management first reported a position in IUSV in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

  • Keebeck Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 145 iShares Core S&P US Value ETF shares in Q3 2020, an estimated $7K.
  • Keebeck Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's iShares Core S&P US Value ETF position peaked at $9K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.