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Ballew Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ballew Advisors’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
-750
Closed -$39K – 273
2018
Q3 		$39K Hold
750
– – 0.04% 182
2018
Q2 		$40K Hold
750
– – 0.05% 174
2018
Q1 		$40K Buy
+750
New +$41.6K 0.04% 177

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
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

Ballew Advisors's IUSV Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2018, closing a stake of 750 shares — an estimated $39K sold.

Ballew Advisors first reported a position in IUSV in Q1 2018 and held it in 3 quarters. The position peaked at $40K in Q2 2018. 253 funds tracked by Wall St. Rank hold IUSV as of Q4 2018.

  • Ballew Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 750 iShares Core S&P US Value ETF shares in Q4 2018, an estimated $39K.
  • Ballew Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares Core S&P US Value ETF position peaked at $40K in Q2 2018.
  • 253 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.