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Rowland Carmichael Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Rowland Carmichael 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
Q4 		$31K Hold
502
– – 0.01% 325
2020
Q3 		$27K Buy
+502
New +$27.4K 0.01% 308

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
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

Rowland Carmichael Advisors's IUSV Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2020 at 502 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #325.

Rowland Carmichael Advisors first reported a position in IUSV in Q3 2020 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

  • Rowland Carmichael Advisors held 502 shares of iShares Core S&P US Value ETF worth $31K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares Core S&P US Value ETF share count unchanged in Q4 2020.
  • iShares Core S&P US Value ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #325 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2020 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.