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Riggs Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Riggs Asset 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
2020
Q4 		– Sell
-95,367
Closed -$16.9M – 284
2020
Q3 		$16.9M Buy
95,367
+95,255
+85,049% +$5.21M 7.11% 1
2020
Q2 		$5K Hold
112
– – ﹤0.01% 200
2020
Q1 		$5K Hold
112
– – ﹤0.01% 200
2019
Q4 		$7K Hold
112
– – ﹤0.01% 218
2019
Q3 		$6K Hold
112
– – ﹤0.01% 190
2019
Q2 		$6K Hold
112
– – ﹤0.01% 197
2019
Q1 		$6K Hold
112
– – ﹤0.01% 192
2018
Q4 		$5K Hold
112
– – ﹤0.01% 181
2018
Q3 		$6K Buy
+112
New +$6.26K ﹤0.01% 186

Other funds holding IUSV

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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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riggs Asset Management's IUSV Position: Q4 2020 in Review

Riggs Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2020, closing a stake of 95,367 shares — an estimated $16.9M sold.

Riggs Asset Management first reported a position in IUSV in Q3 2018 and held it in 9 quarters. The position peaked at $16.9M in Q3 2020. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

  • Riggs Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2020 after selling out during the quarter.
  • Riggs Asset Management sold 95,367 iShares Core S&P US Value ETF shares in Q4 2020, an estimated $16.9M.
  • Riggs Asset Management first reported a position in iShares Core S&P US Value ETF in Q3 2018 and held it in 9 quarters.
  • Riggs Asset Management's iShares Core S&P US Value ETF position peaked at $16.9M in Q3 2020.
  • 374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Riggs Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.