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Mirador Capital Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mirador Capital Partners’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
-4,763
Closed -$249K – 169
2020
Q2 		$249K Sell
4,763
-1,075
-18% -$54.9K 0.09% 135
2020
Q1 		$287K Sell
5,838
-1,807
-24% -$104K 0.12% 110
2019
Q4 		$482K Sell
7,645
-8,136
-52% -$491K 0.19% 108
2019
Q3 		$912K Buy
+15,781
New +$898K 0.41% 68

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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

Mirador Capital Partners's IUSV Position: Q3 2020 in Review

Mirador Capital Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 4,763 shares — an estimated $249K sold.

Mirador Capital Partners first reported a position in IUSV in Q3 2019 and held it in 4 quarters. The position peaked at $912K in Q3 2019. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

  • Mirador Capital Partners reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
  • Mirador Capital Partners sold 4,763 iShares Core S&P US Value ETF shares in Q3 2020, an estimated $249K.
  • Mirador Capital Partners first reported a position in iShares Core S&P US Value ETF in Q3 2019 and held it in 4 quarters.
  • Mirador Capital Partners's iShares Core S&P US Value ETF position peaked at $912K in Q3 2019.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on Mirador Capital Partners's 13F filing for Q3 2020, filed 12 Nov 2020.