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Avantax Planning Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-716
Closed -$40K – 739
2018
Q3 		$40K Buy
+716
New +$40K ﹤0.01% 534

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Morgan Stanley
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BL
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's IUSV Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2018, closing a stake of 716 shares — an estimated $40K sold.

Avantax Planning Partners first reported a position in IUSV in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 253 funds tracked by Wall St. Rank hold IUSV as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares Core S&P US Value ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 716 iShares Core S&P US Value ETF shares in Q4 2018, an estimated $40K.
  • Avantax Planning Partners first reported a position in iShares Core S&P US Value ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's iShares Core S&P US Value ETF position peaked at $40K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.