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Vectors Research Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Vectors Research Management’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
-133
Closed -$8K – 460
2020
Q4 		$8K Sell
133
-91
-41% -$5.33K ﹤0.01% 343
2020
Q3 		$12K Hold
224
– – ﹤0.01% 286
2020
Q2 		$12K Sell
224
-288
-56% -$14.7K ﹤0.01% 278
2020
Q1 		$24K Buy
512
+91
+22% +$5.23K 0.01% 209
2019
Q4 		$27K Buy
+421
New +$25.4K 0.01% 235

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
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

Vectors Research Management's IUSV Position: Q1 2021 in Review

Vectors Research Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2021, closing a stake of 133 shares — an estimated $8K sold.

Vectors Research Management first reported a position in IUSV in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 402 funds tracked by Wall St. Rank hold IUSV as of Q1 2021.

  • Vectors Research Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2021 after selling out during the quarter.
  • Vectors Research Management sold 133 iShares Core S&P US Value ETF shares in Q1 2021, an estimated $8K.
  • Vectors Research Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 5 quarters.
  • Vectors Research Management's iShares Core S&P US Value ETF position peaked at $27K in Q4 2019.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2021.

Based on Vectors Research Management's 13F filing for Q1 2021, filed 18 May 2021.