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Personal Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-200
Closed -$14K – 226
2021
Q2 		$14K Buy
+200
New +$14.4K 0.01% 241
2020
Q1 		– Sell
-200
Closed -$13K – 317
2019
Q4 		$13K Hold
200
– – 0.01% 215
2019
Q3 		$12K Hold
200
– – 0.01% 226
2019
Q2 		$11K Buy
+200
New +$11.1K 0.01% 209

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Personal Wealth Partners's IUSV Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2021, closing a stake of 200 shares — an estimated $14K sold.

Personal Wealth Partners first reported a position in IUSV in Q2 2019 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 422 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Core S&P US Value ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 200 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $14K.
  • Personal Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's iShares Core S&P US Value ETF position peaked at $14K in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.