Sequoia Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sequoia Wealth Management’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
2019 Q4	–	Sell	-13,674	Closed	-$788K	–	34
2019 Q3	$788K	Buy	13,674 +5,344	+64%	+$304K	1.61%	19
2019 Q2	$475K	Sell	8,330 -5,218	-39%	-$291K	0.45%	32
2019 Q1	$741K	Buy	13,548 +5,399	+66%	+$289K	0.6%	33
2018 Q4	$400K	Sell	8,149 -2,640	-24%	-$140K	0.4%	42
2018 Q3	$611K	Buy	10,789 +2,606	+32%	+$146K	0.52%	40
2018 Q2	$455K	Buy	8,183 +2,590	+46%	+$140K	0.48%	40
2018 Q1	$297K	Buy	+5,593	New	+$310K	0.29%	47

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Sequoia Wealth Management's IUSV Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2019, closing a stake of 13,674 shares — an estimated $788K sold.

Sequoia Wealth Management first reported a position in IUSV in Q1 2018 and held it in 7 quarters. The position peaked at $788K in Q3 2019. 344 funds tracked by Wall St. Rank hold IUSV as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 13,674 iShares Core S&P US Value ETF shares in Q4 2019, an estimated $788K.
Sequoia Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 7 quarters.
Sequoia Wealth Management's iShares Core S&P US Value ETF position peaked at $788K in Q3 2019.
344 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.