FFT Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

FFT Wealth Management’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
2021 Q3	–	Sell	-2,047	Closed	-$147K	–	172
2021 Q2	$147K	Buy	+2,047	New	+$147K	0.03%	85
2019 Q3	–	Sell	-4,266	Closed	-$242K	–	29
2019 Q2	$242K	Buy	4,266 +15	+0.4%	+$836	0.09%	26
2019 Q1	$233K	Buy	4,251 +13	+0.3%	+$695	0.09%	30
2018 Q4	$208K	Sell	4,238 -7,983	-65%	-$424K	0.09%	32
2018 Q3	$689K	Buy	12,221 +39	+0.3%	+$2.18K	0.25%	26
2018 Q2	$654K	Buy	12,182 +4,802	+65%	+$259K	0.24%	26
2018 Q1	$392K	Buy	+7,380	New	+$409K	0.15%	27

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FFT Wealth Management's IUSV Position: Q3 2021 in Review

FFT Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2021, closing a stake of 2,047 shares — an estimated $147K sold.

FFT Wealth Management first reported a position in IUSV in Q1 2018 and held it in 7 quarters. The position peaked at $689K in Q3 2018. 423 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

FFT Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 2,047 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $147K.
FFT Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 7 quarters.
FFT Wealth Management's iShares Core S&P US Value ETF position peaked at $689K in Q3 2018.
423 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.