Raffa Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Raffa Wealth 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 Q2	–	Sell	-5,960	Closed	-$412K	–	1108
2021 Q1	$412K	Hold	5,960	–	–	0.15%	35
2020 Q4	$371K	Buy	5,960 +262	+5%	+$15.3K	0.13%	34
2020 Q3	$309K	Buy	5,698 +470	+9%	+$25.7K	0.12%	36
2020 Q2	$273K	Buy	5,228 +206	+4%	+$10.5K	0.1%	41
2020 Q1	$232K	Buy	+5,022	New	+$289K	0.09%	40

Other funds holding IUSV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raffa Wealth Management's IUSV Position: Q2 2021 in Review

Raffa Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 5,960 shares — an estimated $412K sold.

Raffa Wealth Management first reported a position in IUSV in Q1 2020 and held it in 5 quarters. The position peaked at $412K in Q1 2021. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

Raffa Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
Raffa Wealth Management sold 5,960 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $412K.
Raffa Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2020 and held it in 5 quarters.
Raffa Wealth Management's iShares Core S&P US Value ETF position peaked at $412K in Q1 2021.
417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on Raffa Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2026.