Private Wealth Advisors (Pennsylvania)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$516K	Buy	+8,301	New	+$486K	0.29%	64
2020 Q1	–	Sell	-7,340	Closed	-$459K	–	114
2019 Q4	$459K	Buy	7,340 +785	+12%	+$47.3K	0.24%	84
2019 Q3	$379K	Buy	6,555 +80	+1%	+$4.55K	0.19%	102
2019 Q2	$367K	Buy	6,475 +1,065	+20%	+$59.3K	0.13%	110
2019 Q1	$297K	Sell	5,410 -2,090	-28%	-$112K	0.11%	119
2018 Q4	$368K	Buy	7,500 +1,520	+25%	+$80.8K	0.16%	105
2018 Q3	$337K	Buy	+5,980	New	+$334K	0.12%	110
2018 Q1	–	Sell	-3,650	Closed	-$202K	–	125
2017 Q4	$202K	Buy	+3,650	New	+$196K	0.08%	126

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IUSV Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2020: 8,301 shares worth $516K. The stake represents 0.29% of the portfolio and ranks #64 among its holdings. This is a return to the name: Private Wealth Advisors (Pennsylvania) previously reported a position in IUSV as recently as Q4 2019.

Private Wealth Advisors (Pennsylvania) first reported a position in IUSV in Q4 2017 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 8,301 shares of iShares Core S&P US Value ETF worth $516K as of Q4 2020.
iShares Core S&P US Value ETF was a new Private Wealth Advisors (Pennsylvania) position in Q4 2020.
iShares Core S&P US Value ETF made up 0.29% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #64 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 8 quarters since.
374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.