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United Services Automobile Association’s iShares Core S&P US Value ETF IUSV Stock Holding History

United Services Automobile Association’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 		– Sell
-132,730
Closed -$8.16M – 182
2020
Q4 		$8.16M Buy
+132,730
New +$7.78M 0.14% 90
2020
Q3 		– Sell
-132,730
Closed -$8.16M – 200
2020
Q2 		$8.16M Sell
132,730
-1,364,580
-91% -$69.7M 0.17% 76
2020
Q1 		$83.9M Buy
1,497,310
+80,792
+6% +$4.65M 1.12% 15
2019
Q4 		$89.1M Buy
1,416,518
+102,706
+8% +$6.19M 1.01% 18
2019
Q3 		$75.9M Buy
1,313,812
+46,291
+4% +$2.63M 0.95% 20
2019
Q2 		$71.8M Buy
1,267,521
+34,742
+3% +$1.94M 0.18% 130
2019
Q1 		$67.6M Buy
1,232,779
+51,558
+4% +$2.76M 0.17% 147
2018
Q4 		$58M Buy
1,181,221
+50,852
+4% +$2.7M 0.17% 146
2018
Q3 		$63.7M Buy
1,130,369
+84,056
+8% +$4.7M 0.16% 151
2018
Q2 		$56.2M Buy
1,046,313
+82,082
+9% +$4.42M 0.15% 161
2018
Q1 		$51.2M Buy
964,231
+142,305
+17% +$7.89M 0.14% 177
2017
Q4 		$45.5M Buy
+821,926
New +$44.2M 0.12% 191

Other funds holding IUSV

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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

United Services Automobile Association's IUSV Position: Q1 2021 in Review

United Services Automobile Association sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2021, closing a stake of 132,730 shares — an estimated $8.16M sold.

United Services Automobile Association first reported a position in IUSV in Q4 2017 and held it in 12 quarters. The position peaked at $89.1M in Q4 2019. 402 funds tracked by Wall St. Rank hold IUSV as of Q1 2021.

  • United Services Automobile Association reported no remaining iShares Core S&P US Value ETF position as of Q1 2021 after selling out during the quarter.
  • United Services Automobile Association sold 132,730 iShares Core S&P US Value ETF shares in Q1 2021, an estimated $8.16M.
  • United Services Automobile Association first reported a position in iShares Core S&P US Value ETF in Q4 2017 and held it in 12 quarters.
  • United Services Automobile Association's iShares Core S&P US Value ETF position peaked at $89.1M in Q4 2019.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2021.

Based on United Services Automobile Association's 13F filing for Q1 2021, filed 14 May 2021.