Hefty Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hefty Wealth Partners’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 Q1	$2.01M	Buy	37,847 +544	+1%	+$30.1K	1.29%	27
2017 Q4	$2.07M	Buy	37,303 +1,711	+5%	+$92K	1.28%	28
2017 Q3	$1.86M	Buy	35,592 +2,206	+7%	+$113K	1.23%	29
2017 Q2	$1.7M	Sell	33,386 -27,974	-46%	-$1.41M	1.16%	31
2017 Q1	$3.1M	Sell	61,360 -26,643	-30%	-$1.34M	2.25%	7
2016 Q4	$4.32M	Buy	+88,003	New	+$4.16M	3.62%	5

Other funds holding IUSV

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

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

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

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

TFF

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hefty Wealth Partners's IUSV Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 1.5% in Q1 2018, buying an estimated $30.1K and bringing the position to 37,847 shares worth $2.01M. The position accounts for 1.29% of the portfolio, ranked #27.

Hefty Wealth Partners first reported a position in IUSV in Q4 2016 and has held it in 6 quarters since. The position peaked at $4.32M in Q4 2016. 199 funds tracked by Wall St. Rank hold IUSV as of Q1 2018.

Hefty Wealth Partners held 37,847 shares of iShares Core S&P US Value ETF worth $2.01M as of Q1 2018.
Hefty Wealth Partners bought 544 iShares Core S&P US Value ETF shares in Q1 2018, an estimated $30.1K.
iShares Core S&P US Value ETF made up 1.29% of Hefty Wealth Partners's portfolio in Q1 2018, its #27 holding.
Hefty Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2016 and has held it in 6 quarters since.
Hefty Wealth Partners's iShares Core S&P US Value ETF position peaked at $4.32M in Q4 2016.
199 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.