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Quad-Cities Investment Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quad-Cities Investment Group’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
Q4 		– Sell
-765
Closed -$44K – 426
2019
Q3 		$44K Buy
765
+154
+25% +$8.76K 0.04% 353
2019
Q2 		$34K Buy
611
+15
+3% +$836 0.03% 396
2019
Q1 		$33K Buy
596
+70
+13% +$3.74K 0.03% 396
2018
Q4 		$26K Buy
526
+7
+1% +$372 0.03% 432
2018
Q3 		$29K Buy
519
+3
+0.6% +$168 0.03% 452
2018
Q2 		$28K Buy
+516
New +$27.8K 0.03% 459

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Quad-Cities Investment Group's IUSV Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2019, closing a stake of 765 shares — an estimated $44K sold.

Quad-Cities Investment Group first reported a position in IUSV in Q2 2018 and held it in 6 quarters. The position peaked at $44K in Q3 2019. 344 funds tracked by Wall St. Rank hold IUSV as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares Core S&P US Value ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 765 iShares Core S&P US Value ETF shares in Q4 2019, an estimated $44K.
  • Quad-Cities Investment Group first reported a position in iShares Core S&P US Value ETF in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's iShares Core S&P US Value ETF position peaked at $44K in Q3 2019.
  • 344 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.