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ShoreHaven Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

ShoreHaven Wealth Partners’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
-632
Closed -$44K – 151
2021
Q1 		$44K Buy
632
+3
+0.5% +$197 0.02% 127
2020
Q4 		$39K Buy
+629
New +$36.9K 0.02% 124

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's IUSV Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 632 shares — an estimated $44K sold.

ShoreHaven Wealth Partners first reported a position in IUSV in Q4 2020 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 418 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 632 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $44K.
  • ShoreHaven Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares Core S&P US Value ETF position peaked at $44K in Q1 2021.
  • 418 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.