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Holistic Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Holistic Financial 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
Q2 		– Sell
-1,140
Closed -$61K – 196
2018
Q1 		$61K Hold
1,140
– – 0.05% 168
2017
Q4 		$63K Buy
+1,140
New +$61.3K 0.05% 164

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
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

Holistic Financial Partners's IUSV Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2018, closing a stake of 1,140 shares — an estimated $61K sold.

Holistic Financial Partners first reported a position in IUSV in Q4 2017 and held it in 2 quarters. The position peaked at $63K in Q4 2017. 210 funds tracked by Wall St. Rank hold IUSV as of Q2 2018.

  • Holistic Financial Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,140 iShares Core S&P US Value ETF shares in Q2 2018, an estimated $61K.
  • Holistic Financial Partners first reported a position in iShares Core S&P US Value ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's iShares Core S&P US Value ETF position peaked at $63K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.