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Ranch Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ranch Capital Advisors’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
Q3 		– Sell
-5
Closed – – 896
2020
Q2 		$0 Buy
+5
New +$255 ﹤0.01% 947

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ranch Capital Advisors's IUSV Position: Q3 2020 in Review

Ranch Capital Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 5 shares.

Ranch Capital Advisors first reported a position in IUSV in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

  • Ranch Capital Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
  • Ranch Capital Advisors sold 5 iShares Core S&P US Value ETF shares in Q3 2020.
  • Ranch Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2020 and held it in 1 quarter.
  • Ranch Capital Advisors's iShares Core S&P US Value ETF position peaked at $0 in Q2 2020.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on Ranch Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.