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

Kanaly 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
2014
Q3 		– Sell
-585
Closed -$26K – 821
2014
Q2 		$26K Hold
585
– – ﹤0.01% 374
2014
Q1 		$25K Hold
585
– – ﹤0.01% 368
2013
Q4 		$24K Buy
+585
New +$23.2K ﹤0.01% 358

Other funds holding IUSV

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kanaly Trust's IUSV Position: Q3 2014 in Review

Kanaly Trust sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2014, closing a stake of 585 shares — an estimated $26K sold.

Kanaly Trust first reported a position in IUSV in Q4 2013 and held it in 3 quarters. The position peaked at $26K in Q2 2014. 73 funds tracked by Wall St. Rank hold IUSV as of Q3 2014.

  • Kanaly Trust reported no remaining iShares Core S&P US Value ETF position as of Q3 2014 after selling out during the quarter.
  • Kanaly Trust sold 585 iShares Core S&P US Value ETF shares in Q3 2014, an estimated $26K.
  • Kanaly Trust first reported a position in iShares Core S&P US Value ETF in Q4 2013 and held it in 3 quarters.
  • Kanaly Trust's iShares Core S&P US Value ETF position peaked at $26K in Q2 2014.
  • 73 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2014.

Based on Kanaly Trust's 13F filing for Q3 2014, filed 29 Oct 2014.