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Sowa Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sowa Financial 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
2020
Q3 		– Sell
-35
Closed -$2K – 286
2020
Q2 		$2K Hold
35
– – ﹤0.01% 323
2020
Q1 		$2K Sell
35
-185
-84% -$10.6K ﹤0.01% 316
2019
Q4 		$14K Buy
+220
New +$13.3K 0.01% 202

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sowa Financial Group's IUSV Position: Q3 2020 in Review

Sowa Financial Group sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 35 shares — an estimated $2K sold.

Sowa Financial Group first reported a position in IUSV in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

  • Sowa Financial Group reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 35 iShares Core S&P US Value ETF shares in Q3 2020, an estimated $2K.
  • Sowa Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's iShares Core S&P US Value ETF position peaked at $14K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.