Kistler-Tiffany Companies’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$831K	Buy	10,620 +10,100	+1,942%	+$754K	0.13%	134
2023 Q1	$38.4K	Hold	520	–	–	0.01%	465
2022 Q4	$36.7K	Hold	520	–	–	0.01%	455
2022 Q3	$33K	Hold	520	–	–	0.01%	434
2022 Q2	$35K	Hold	520	–	–	0.01%	420
2022 Q1	$39K	Hold	520	–	–	0.01%	422
2021 Q4	$40K	Hold	520	–	–	0.01%	402
2021 Q3	$37K	Hold	520	–	–	0.01%	407
2021 Q2	$37K	Hold	520	–	–	0.01%	402
2021 Q1	$36K	Hold	520	–	–	0.01%	376
2020 Q4	$32K	Buy	+520	New	+$30.5K	0.01%	360

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kistler-Tiffany Companies's IUSV Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Core S&P US Value ETF (IUSV) stake by 1,942% in Q2 2023, buying an estimated $754K and bringing the position to 10,620 shares worth $831K. The position accounts for 0.13% of the portfolio, ranked #134.

Kistler-Tiffany Companies first reported a position in IUSV in Q4 2020 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

Kistler-Tiffany Companies held 10,620 shares of iShares Core S&P US Value ETF worth $831K as of Q2 2023.
Kistler-Tiffany Companies bought 10,100 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $754K.
iShares Core S&P US Value ETF made up 0.13% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #134 holding.
Kistler-Tiffany Companies first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 11 quarters since.
576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.