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Samalin Investment Counsel’s iShares Core S&P US Value ETF IUSV Stock Holding History

Samalin Investment Counsel’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
-3,938
Closed -$271K – 241
2021
Q1 		$271K Buy
+3,938
New +$258K 0.18% 183
2020
Q1 		– Sell
-383
Closed -$24K – 318
2019
Q4 		$24K Buy
+383
New +$23.1K 0.02% 356

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

Samalin Investment Counsel's IUSV Position: Q2 2021 in Review

Samalin Investment Counsel sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 3,938 shares — an estimated $271K sold.

Samalin Investment Counsel first reported a position in IUSV in Q4 2019 and held it in 2 quarters. The position peaked at $271K in Q1 2021. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

  • Samalin Investment Counsel reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
  • Samalin Investment Counsel sold 3,938 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $271K.
  • Samalin Investment Counsel first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 2 quarters.
  • Samalin Investment Counsel's iShares Core S&P US Value ETF position peaked at $271K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on Samalin Investment Counsel's 13F filing for Q2 2021, filed 12 Aug 2021.