PSUF
IUSV icon

People's United Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

People's United Financial’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
2022
Q1 		$15.7M Sell
206,859
-6,964
-3% -$522K 0.45% 61
2021
Q4 		$16.3M Sell
213,823
-30,434
-12% -$2.26M 0.39% 66
2021
Q3 		$17.3M Buy
244,257
+1,376
+0.6% +$99.9K 0.39% 69
2021
Q2 		$17.5M Sell
242,881
-700
-0.3% -$50.3K 0.39% 71
2021
Q1 		$16.8M Sell
243,581
-5,889
-2% -$386K 0.4% 70
2020
Q4 		$15.5M Sell
249,470
-57,527
-19% -$3.37M 0.38% 73
2020
Q3 		$16.7M Sell
306,997
-23,013
-7% -$1.26M 0.46% 65
2020
Q2 		$17.2M Sell
330,010
-7,525
-2% -$384K 0.5% 61
2020
Q1 		$15.6M Buy
337,535
+311,144
+1,179% +$17.9M 0.54% 59
2019
Q4 		$1.66M Buy
26,391
+2,284
+9% +$138K 0.05% 276
2019
Q3 		$1.39M Buy
24,107
+562
+2% +$32K 0.04% 307
2019
Q2 		$1.33M Buy
23,545
+3,352
+17% +$187K 0.04% 339
2019
Q1 		$1.11M Buy
20,193
+6,331
+46% +$338K 0.03% 362
2018
Q4 		$680K Buy
13,862
+2,622
+23% +$139K 0.02% 441
2018
Q3 		$633K Buy
11,240
+1,028
+10% +$57.4K 0.02% 446
2018
Q2 		$548K Buy
10,212
+2,255
+28% +$122K 0.01% 566
2018
Q1 		$423K Buy
7,957
+682
+9% +$37.8K 0.01% 543
2017
Q4 		$403K Buy
+7,275
New +$391K 0.01% 561

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 $445B AUM 25.58% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

People's United Financial's IUSV Position: Q1 2022 in Review

People's United Financial reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.3% in Q1 2022, selling an estimated $522K and leaving 206,859 shares worth $15.7M. The position accounts for 0.45% of the portfolio, ranked #61.

People's United Financial first reported a position in IUSV in Q4 2017 and has held it in 18 quarters since. The position peaked at $17.5M in Q2 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

  • People's United Financial held 206,859 shares of iShares Core S&P US Value ETF worth $15.7M as of Q1 2022.
  • People's United Financial sold 6,964 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $522K.
  • iShares Core S&P US Value ETF made up 0.45% of People's United Financial's portfolio in Q1 2022, its #61 holding.
  • People's United Financial first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 18 quarters since.
  • People's United Financial's iShares Core S&P US Value ETF position peaked at $17.5M in Q2 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.