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RAFFA WEALTH MANAGEMENT, LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$371K Buy
+5,960
New +$349K 0.13% 34
2020
Q2 		$273K Buy
5,228
+206
+4% +$10.5K 0.1% 41
2020
Q1 		$232K Buy
+5,022
New +$289K 0.09% 40

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

RAFFA WEALTH MANAGEMENT, LLC's IUSV Position: Q4 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2020: 5,960 shares worth $371K. The stake represents 0.13% of the portfolio and ranks #34 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in IUSV as recently as Q2 2020.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IUSV in Q1 2020 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

  • RAFFA WEALTH MANAGEMENT, LLC held 5,960 shares of iShares Core S&P US Value ETF worth $371K as of Q4 2020.
  • iShares Core S&P US Value ETF was a new RAFFA WEALTH MANAGEMENT, LLC position in Q4 2020.
  • iShares Core S&P US Value ETF made up 0.13% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q4 2020, its #34 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2020, filed 27 Jul 2026.