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Winslow Evans & Crocker’s iShares Core S&P US Value ETF IUSV Stock Holding History

Winslow Evans & Crocker’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 		$5K Buy
+84
New +$4.92K ﹤0.01% 1088
2017
Q3 		– Sell
-117
Closed -$5.96K – 1188
2017
Q2 		$5.96K Sell
117
-1
-0.8% -$51 ﹤0.01% 1028
2017
Q1 		$5.91K Buy
118
+68
+136% +$3.42K ﹤0.01% 1007
2016
Q4 		$2.46K Buy
+50
New +$2.36K ﹤0.01% 1128

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

Winslow Evans & Crocker's IUSV Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2020: 84 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IUSV as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in IUSV in Q4 2016 and has held it in 4 quarters since. The position peaked at $5.96K in Q2 2017. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

  • Winslow Evans & Crocker held 84 shares of iShares Core S&P US Value ETF worth $5K as of Q4 2020.
  • iShares Core S&P US Value ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1088 holding.
  • Winslow Evans & Crocker first reported a position in iShares Core S&P US Value ETF in Q4 2016 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's iShares Core S&P US Value ETF position peaked at $5.96K in Q2 2017.
  • 374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.