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

CT Financial 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
2017 Q1	$21.2K	Hold	420	–	–	0.01%	355
2016 Q4	$20.6K	Hold	420	–	–	0.01%	351
2016 Q3	$19.4K	Hold	420	–	–	0.01%	361
2016 Q2	$18.8K	Hold	420	–	–	0.01%	356
2016 Q1	$18K	Hold	420	–	–	0.01%	383
2015 Q4	$17.8K	Hold	420	–	–	0.01%	396
2015 Q3	$17K	Hold	420	–	–	0.01%	401
2015 Q2	$18.9K	Hold	420	–	–	0.01%	401
2015 Q1	$18.9K	Hold	420	–	–	0.01%	398
2014 Q4	$19.1K	Buy	+420	New	+$18.6K	0.01%	319
2014 Q1	$18.9K	Buy	+420	New	+$17.2K	0.01%	398

Other funds holding IUSV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CT Financial Advisors's IUSV Position: Q1 2017 in Review

CT Financial Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2017 at 420 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #355.

CT Financial Advisors first reported a position in IUSV in Q1 2014 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold IUSV as of Q1 2017.

CT Financial Advisors held 420 shares of iShares Core S&P US Value ETF worth $21.2K as of Q1 2017.
CT Financial Advisors left its iShares Core S&P US Value ETF share count unchanged in Q1 2017.
iShares Core S&P US Value ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #355 holding.
CT Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2014 and has held it in 11 quarters since.
126 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.