Sargent Bickham Lagudis’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-158	Closed	-$7K	–	789
2020 Q1	$7K	Hold	158	–	–	﹤0.01%	609
2019 Q4	$10K	Hold	158	–	–	﹤0.01%	611
2019 Q3	$9K	Sell	158 -745	-83%	-$42.4K	﹤0.01%	579
2019 Q2	$51K	Sell	903 -21,300	-96%	-$1.19M	0.01%	365
2019 Q1	$1.22M	Sell	22,203 -83,206	-79%	-$4.45M	0.14%	110
2018 Q4	$5.17M	Buy	105,409 +104,350	+9,854%	+$5.55M	0.67%	32
2018 Q3	$60K	Buy	+1,059	New	+$59.2K	0.01%	339
2018 Q1	–	Sell	-503	Closed	-$28K	–	783
2017 Q4	$28K	Buy	503 +441	+711%	+$23.7K	﹤0.01%	448
2017 Q3	$3K	Sell	62 -76	-55%	-$3.9K	﹤0.01%	735
2017 Q2	$7K	Buy	+138	New	+$6.97K	﹤0.01%	621

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sargent Bickham Lagudis's IUSV Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2020, closing a stake of 158 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in IUSV in Q2 2017 and held it in 10 quarters. The position peaked at $5.17M in Q4 2018. 317 funds tracked by Wall St. Rank hold IUSV as of Q2 2020.

Sargent Bickham Lagudis reported no remaining iShares Core S&P US Value ETF position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 158 iShares Core S&P US Value ETF shares in Q2 2020, an estimated $7K.
Sargent Bickham Lagudis first reported a position in iShares Core S&P US Value ETF in Q2 2017 and held it in 10 quarters.
Sargent Bickham Lagudis's iShares Core S&P US Value ETF position peaked at $5.17M in Q4 2018.
317 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.