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

Riggs 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
2024 Q4	$713K	Buy	+7,697	New	+$740K	0.7%	40

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

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

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

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Riggs Capital Management's IUSV Position: Q4 2024 in Review

Riggs Capital Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2024: 7,697 shares worth $713K. The stake represents 0.7% of the portfolio and ranks #40 among its holdings.

723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

Riggs Capital Management held 7,697 shares of iShares Core S&P US Value ETF worth $713K as of Q4 2024.
iShares Core S&P US Value ETF was a new Riggs Capital Management position in Q4 2024.
iShares Core S&P US Value ETF made up 0.7% of Riggs Capital Management's portfolio in Q4 2024, its #40 holding.
723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.