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Safeguard Investment Advisory Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-30
Closed -$1K – 383
2020
Q4 		$1K Buy
+30
New +$1.76K ﹤0.01% 674

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Safeguard Investment Advisory Group's IUSV Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in IUSV in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 403 funds tracked by Wall St. Rank hold IUSV as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 30 iShares Core S&P US Value ETF shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Core S&P US Value ETF position peaked at $1K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.