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Michael Gelband’s iShares Core S&P US Value ETF IUSV Stock Holding History

Michael Gelband’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
-29,700
Closed -$1.55M – 1985
2020
Q2 		$1.55M Buy
+29,700
New +$1.52M 0.04% 531

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 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 $76.1M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Michael Gelband's IUSV Position: Q3 2020 in Review

Michael Gelband sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 29,700 shares — an estimated $1.55M sold.

Michael Gelband first reported a position in IUSV in Q2 2020 and held it in 1 quarter. The position peaked at $1.55M in Q2 2020. 309 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

  • Michael Gelband reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
  • Michael Gelband sold 29,700 iShares Core S&P US Value ETF shares in Q3 2020, an estimated $1.55M.
  • Michael Gelband first reported a position in iShares Core S&P US Value ETF in Q2 2020 and held it in 1 quarter.
  • Michael Gelband's iShares Core S&P US Value ETF position peaked at $1.55M in Q2 2020.
  • 309 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on ExodusPoint Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.