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Hartline Investment Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-3,736
Closed -$338K – 272
2024
Q1 		$338K Buy
+3,736
New +$322K 0.06% 272

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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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hartline Investment Corp's IUSV Position: Q2 2024 in Review

Hartline Investment Corp sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 3,736 shares — an estimated $338K sold.

Hartline Investment Corp first reported a position in IUSV in Q1 2024 and held it in 1 quarter. The position peaked at $338K in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • Hartline Investment Corp reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 3,736 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $338K.
  • Hartline Investment Corp first reported a position in iShares Core S&P US Value ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's iShares Core S&P US Value ETF position peaked at $338K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.