Relative Value Partners Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Relative Value Partners 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
2024 Q2	$565K	Buy	+6,412	New	+$565K	0.07%	206

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Relative Value Partners Group's IUSV Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2024: 6,412 shares worth $565K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings.

652 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

Relative Value Partners Group held 6,412 shares of iShares Core S&P US Value ETF worth $565K as of Q2 2024.
iShares Core S&P US Value ETF was a new Relative Value Partners Group position in Q2 2024.
iShares Core S&P US Value ETF made up 0.07% of Relative Value Partners Group's portfolio in Q2 2024, its #206 holding.
652 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.