LFA
IUSV icon

Legacy Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-17,265
Closed -$848K – 1107
2018
Q4 		$848K Buy
+17,265
New +$918K 0.33% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Legacy Financial Advisors's IUSV Position: Q1 2019 in Review

Legacy Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2019, closing a stake of 17,265 shares — an estimated $848K sold.

Legacy Financial Advisors first reported a position in IUSV in Q4 2018 and held it in 1 quarter. The position peaked at $848K in Q4 2018. 263 funds tracked by Wall St. Rank hold IUSV as of Q1 2019.

  • Legacy Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 17,265 iShares Core S&P US Value ETF shares in Q1 2019, an estimated $848K.
  • Legacy Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's iShares Core S&P US Value ETF position peaked at $848K in Q4 2018.
  • 263 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.