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Steven Patrick Farmer’s iShares Core S&P US Value ETF IUSV Stock Holding History

Steven Patrick Farmer’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
2022
Q2 		$2.9M Buy
+43,372
New +$3.12M 0.05% 170

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steven Patrick Farmer's IUSV Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2022: 43,372 shares worth $2.9M. The stake represents 0.05% of the portfolio and ranks #170 among its holdings.

485 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

  • Steven Patrick Farmer held 43,372 shares of iShares Core S&P US Value ETF worth $2.9M as of Q2 2022.
  • iShares Core S&P US Value ETF was a new Steven Patrick Farmer position in Q2 2022.
  • iShares Core S&P US Value ETF made up 0.05% of Steven Patrick Farmer's portfolio in Q2 2022, its #170 holding.
  • 485 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.