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Peak Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Peak Capital 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
2019
Q2 		– Sell
-78,153
Closed -$4.29M – 28
2019
Q1 		$4.29M Sell
78,153
-28,440
-27% -$1.52M 2.93% 15
2018
Q4 		$5.23M Buy
106,593
+5,185
+5% +$276K 3.76% 9
2018
Q3 		$5.52M Buy
101,408
+17,798
+21% +$995K 4.06% 10
2018
Q2 		$4.49M Sell
83,610
-1,232
-1% -$66.4K 2.71% 13
2018
Q1 		$4.51M Sell
84,842
-3,287
-4% -$182K 3.49% 13
2017
Q4 		$4.61M Hold
88,129
– – 3.14% 10
2017
Q3 		$4.61M Buy
88,129
+11,564
+15% +$594K 3.07% 11
2017
Q2 		$3.9M Buy
+76,565
New +$3.87M 2.18% 11

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peak Capital Management's IUSV Position: Q2 2019 in Review

Peak Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2019, closing a stake of 78,153 shares — an estimated $4.29M sold.

Peak Capital Management first reported a position in IUSV in Q2 2017 and held it in 8 quarters. The position peaked at $5.52M in Q3 2018. 265 funds tracked by Wall St. Rank hold IUSV as of Q2 2019.

  • Peak Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2019 after selling out during the quarter.
  • Peak Capital Management sold 78,153 iShares Core S&P US Value ETF shares in Q2 2019, an estimated $4.29M.
  • Peak Capital Management first reported a position in iShares Core S&P US Value ETF in Q2 2017 and held it in 8 quarters.
  • Peak Capital Management's iShares Core S&P US Value ETF position peaked at $5.52M in Q3 2018.
  • 265 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2019.

Based on Peak Capital Management's 13F filing for Q2 2019, filed 22 Aug 2019.