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Capital Directions Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Capital Directions Investment 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
Q3 		– Sell
-39
Closed -$2K – 186
2018
Q2 		$2K Buy
+39
New +$2.1K ﹤0.01% 147

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
AC
Alleghany Corporation New York $2.21B AUM 10.5% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Directions Investment Advisors's IUSV Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2018, closing a stake of 39 shares — an estimated $2K sold.

Capital Directions Investment Advisors first reported a position in IUSV in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 220 funds tracked by Wall St. Rank hold IUSV as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 39 iShares Core S&P US Value ETF shares in Q3 2018, an estimated $2K.
  • Capital Directions Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's iShares Core S&P US Value ETF position peaked at $2K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.