Sullivan, Bruyette, Speros & Blaney’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$269K	Buy	+3,899	New	+$256K	0.01%	253

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

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

Sullivan, Bruyette, Speros & Blaney's IUSV Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2021: 3,899 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings.

402 funds tracked by Wall St. Rank hold IUSV as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 3,899 shares of iShares Core S&P US Value ETF worth $269K as of Q1 2021.
iShares Core S&P US Value ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
iShares Core S&P US Value ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #253 holding.
402 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.