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AFT Forsyth & Company’s iShares Core S&P US Value ETF IUSV Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$68K Hold
1,800
– – 0.09% 154
2013
Q2 		$66K Buy
+1,800
New +$65.4K 0.09% 149

Other funds holding IUSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AFT Forsyth & Company's IUSV Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2013 at 1,800 shares worth $68K. The position accounts for 0.09% of the portfolio, ranked #154.

AFT Forsyth & Company first reported a position in IUSV in Q2 2013 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IUSV as of Q3 2013.

  • AFT Forsyth & Company held 1,800 shares of iShares Core S&P US Value ETF worth $68K as of Q3 2013.
  • AFT Forsyth & Company left its iShares Core S&P US Value ETF share count unchanged in Q3 2013.
  • iShares Core S&P US Value ETF made up 0.09% of AFT Forsyth & Company's portfolio in Q3 2013, its #154 holding.
  • AFT Forsyth & Company first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.