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MRA Associates USA’s iShares Core S&P US Value ETF IUSV Stock Holding History

MRA Associates USA’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
2019
Q3 		– Sell
-482
Closed -$27.3K – 137
2019
Q2 		$27.3K Buy
+482
New +$26.8K 0.11% 80

Other funds holding IUSV

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRA Associates USA's IUSV Position: Q3 2019 in Review

MRA Associates USA sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2019, closing a stake of 482 shares — an estimated $27.3K sold.

MRA Associates USA first reported a position in IUSV in Q2 2019 and held it in 1 quarter. The position peaked at $27.3K in Q2 2019. 266 funds tracked by Wall St. Rank hold IUSV as of Q3 2019.

  • MRA Associates USA reported no remaining iShares Core S&P US Value ETF position as of Q3 2019 after selling out during the quarter.
  • MRA Associates USA sold 482 iShares Core S&P US Value ETF shares in Q3 2019, an estimated $27.3K.
  • MRA Associates USA first reported a position in iShares Core S&P US Value ETF in Q2 2019 and held it in 1 quarter.
  • MRA Associates USA's iShares Core S&P US Value ETF position peaked at $27.3K in Q2 2019.
  • 266 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.