Quest Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quest Capital Management’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 Q4	$386K	Buy	+5,053	New	+$375K	0.07%	197

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Quest Capital Management's IUSV Position: Q4 2021 in Review

Quest Capital Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2021: 5,053 shares worth $386K. The stake represents 0.07% of the portfolio and ranks #197 among its holdings.

481 funds tracked by Wall St. Rank hold IUSV as of Q4 2021.

Quest Capital Management held 5,053 shares of iShares Core S&P US Value ETF worth $386K as of Q4 2021.
iShares Core S&P US Value ETF was a new Quest Capital Management position in Q4 2021.
iShares Core S&P US Value ETF made up 0.07% of Quest Capital Management's portfolio in Q4 2021, its #197 holding.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.