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

Genesis Wealth 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
2015 Q2	$18.9K	Buy	+420	New	+$19.2K	0.02%	293

Other funds holding IUSV

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

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

Genesis Wealth Advisors's IUSV Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2015: 420 shares worth $18.9K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings.

78 funds tracked by Wall St. Rank hold IUSV as of Q2 2015.

Genesis Wealth Advisors held 420 shares of iShares Core S&P US Value ETF worth $18.9K as of Q2 2015.
iShares Core S&P US Value ETF was a new Genesis Wealth Advisors position in Q2 2015.
iShares Core S&P US Value ETF made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #293 holding.
78 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.