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RMR Wealth Builders’s iShares Core S&P US Value ETF IUSV Stock Holding History

RMR Wealth Builders’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
-986
Closed -$68K – 420
2021
Q1 		$68K Buy
+986
New +$64.7K 0.02% 319

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RMR Wealth Builders's IUSV Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 986 shares — an estimated $68K sold.

RMR Wealth Builders first reported a position in IUSV in Q1 2021 and held it in 1 quarter. The position peaked at $68K in Q1 2021. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 986 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $68K.
  • RMR Wealth Builders first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares Core S&P US Value ETF position peaked at $68K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.