VFP
IUSV icon

Verus Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Verus Financial Partners’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
2020
Q4 		– Sell
-6,737
Closed -$366K – 138
2020
Q3 		$366K Buy
+6,737
New +$368K 0.13% 100

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Verus Financial Partners's IUSV Position: Q4 2020 in Review

Verus Financial Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2020, closing a stake of 6,737 shares — an estimated $366K sold.

Verus Financial Partners first reported a position in IUSV in Q3 2020 and held it in 1 quarter. The position peaked at $366K in Q3 2020. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

  • Verus Financial Partners reported no remaining iShares Core S&P US Value ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 6,737 iShares Core S&P US Value ETF shares in Q4 2020, an estimated $366K.
  • Verus Financial Partners first reported a position in iShares Core S&P US Value ETF in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's iShares Core S&P US Value ETF position peaked at $366K in Q3 2020.
  • 374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.