PPP
IUSV icon

Private Portfolio Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Private Portfolio 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
2019
Q3 		– Sell
-24,183
Closed -$1.37M – 212
2019
Q2 		$1.37M Buy
24,183
+14,882
+160% +$829K 0.59% 49
2019
Q1 		$510K Buy
+9,301
New +$497K 0.27% 94

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
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

Private Portfolio Partners's IUSV Position: Q3 2019 in Review

Private Portfolio Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2019, closing a stake of 24,183 shares — an estimated $1.37M sold.

Private Portfolio Partners first reported a position in IUSV in Q1 2019 and held it in 2 quarters. The position peaked at $1.37M in Q2 2019. 266 funds tracked by Wall St. Rank hold IUSV as of Q3 2019.

  • Private Portfolio Partners reported no remaining iShares Core S&P US Value ETF position as of Q3 2019 after selling out during the quarter.
  • Private Portfolio Partners sold 24,183 iShares Core S&P US Value ETF shares in Q3 2019, an estimated $1.37M.
  • Private Portfolio Partners first reported a position in iShares Core S&P US Value ETF in Q1 2019 and held it in 2 quarters.
  • Private Portfolio Partners's iShares Core S&P US Value ETF position peaked at $1.37M in Q2 2019.
  • 266 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2019.

Based on Private Portfolio Partners's 13F filing for Q3 2019, filed 13 Nov 2019.