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Vigilant Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Vigilant Capital 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
Q4 		– Sell
-137
Closed -$10K – 694
2021
Q3 		$10K Buy
+137
New +$9.95K ﹤0.01% 488

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Thrivent Financial for Lutherans
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S
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AL
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vigilant Capital Management's IUSV Position: Q4 2021 in Review

Vigilant Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2021, closing a stake of 137 shares — an estimated $10K sold.

Vigilant Capital Management first reported a position in IUSV in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q4 2021.

  • Vigilant Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2021 after selling out during the quarter.
  • Vigilant Capital Management sold 137 iShares Core S&P US Value ETF shares in Q4 2021, an estimated $10K.
  • Vigilant Capital Management first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 1 quarter.
  • Vigilant Capital Management's iShares Core S&P US Value ETF position peaked at $10K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2021.

Based on Vigilant Capital Management's 13F filing for Q4 2021, filed 6 Jan 2022.