Independence Trust’s iShares Core S&P US Value ETF IUSV Stock Holding History

Independence Trust’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
2017 Q4	$576K	Hold	10,389	–	–	0.64%	27
2017 Q3	$544K	Hold	10,389	–	–	0.62%	30
2017 Q2	$529K	Hold	10,389	–	–	0.63%	30
2017 Q1	$524K	Hold	10,389	–	–	0.67%	29
2016 Q4	$510K	Hold	10,389	–	–	0.7%	28
2016 Q3	$479K	Hold	10,389	–	–	0.78%	25
2016 Q2	$465K	Hold	10,389	–	–	0.71%	32
2016 Q1	$446K	Hold	10,389	–	–	0.7%	29
2015 Q4	$441K	Hold	10,389	–	–	0.57%	38
2015 Q3	$421K	Hold	10,389	–	–	0.43%	49
2015 Q2	$467K	Hold	10,389	–	–	0.31%	57
2015 Q1	$467K	Hold	10,389	–	–	0.3%	58
2014 Q4	$473K	Hold	10,389	–	–	0.29%	66
2014 Q3	$452K	Hold	10,389	–	–	0.3%	59
2014 Q2	$459K	Hold	10,389	–	–	0.29%	64
2014 Q1	$437K	Hold	10,389	–	–	0.3%	61
2013 Q4	$427K	Hold	10,389	–	–	0.29%	55
2013 Q3	$391K	Hold	10,389	–	–	0.29%	59
2013 Q2	$379K	Buy	+10,389	New	+$377K	0.27%	63

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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

TFF

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

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

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

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

Independence Trust's IUSV Position: Q4 2017 in Review

Independence Trust held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2017 at 10,389 shares worth $576K. The position accounts for 0.64% of the portfolio, ranked #27.

Independence Trust first reported a position in IUSV in Q2 2013 and has held it in 19 quarters since. 188 funds tracked by Wall St. Rank hold IUSV as of Q4 2017.

Independence Trust held 10,389 shares of iShares Core S&P US Value ETF worth $576K as of Q4 2017.
Independence Trust left its iShares Core S&P US Value ETF share count unchanged in Q4 2017.
iShares Core S&P US Value ETF made up 0.64% of Independence Trust's portfolio in Q4 2017, its #27 holding.
Independence Trust first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 19 quarters since.
188 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.