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

SVB Wealth’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
2023
Q2 		– Sell
-11,691
Closed -$863K – 961
2023
Q1 		$863K Sell
11,691
-4,211
-26% -$310K 0.01% 408
2022
Q4 		$1.12M Buy
15,902
+69
+0.4% +$4.8K 0.02% 378
2022
Q3 		$992K Sell
15,833
-105
-0.7% -$7.25K 0.01% 371
2022
Q2 		$1.07M Sell
15,938
-2
-0% -$144 0.02% 316
2022
Q1 		$1.21M Buy
15,940
+4,532
+40% +$340K 0.02% 298
2021
Q4 		$871K Buy
11,408
+5,296
+87% +$393K 0.01% 329
2021
Q3 		$432K Sell
6,112
-5,841
-49% -$424K 0.01% 651
2021
Q2 		$859K Buy
11,953
+1,863
+18% +$134K 0.01% 423
2021
Q1 		$694K Sell
10,090
-132
-1% -$8.66K 0.01% 439
2020
Q4 		$635K Buy
10,222
+8,780
+609% +$514K 0.01% 413
2020
Q3 		$78K Buy
1,442
+17
+1% +$929 ﹤0.01% 690
2020
Q2 		$74K Buy
+1,425
New +$72.8K ﹤0.01% 589

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth's IUSV Position: Q2 2023 in Review

SVB Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2023, closing a stake of 11,691 shares — an estimated $863K sold.

SVB Wealth first reported a position in IUSV in Q2 2020 and held it in 12 quarters. The position peaked at $1.21M in Q1 2022. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

  • SVB Wealth reported no remaining iShares Core S&P US Value ETF position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 11,691 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $863K.
  • SVB Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2020 and held it in 12 quarters.
  • SVB Wealth's iShares Core S&P US Value ETF position peaked at $1.21M in Q1 2022.
  • 576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.