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LVZ Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

LVZ Inc’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
Q3 		– Sell
-5,817
Closed -$296K – 71
2017
Q2 		$296K Hold
5,817
– – 2.66% 19
2017
Q1 		$294K Sell
5,817
-3,578
-38% -$180K 2.77% 19
2016
Q4 		$462K Buy
9,395
+1,837
+24% +$86.8K 4.43% 5
2016
Q3 		$348K Sell
7,558
-251
-3% -$11.5K 3.39% 7
2016
Q2 		$350K Buy
+7,809
New +$342K 3.81% 6

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVZ Inc's IUSV Position: Q3 2017 in Review

LVZ Inc sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2017, closing a stake of 5,817 shares — an estimated $296K sold.

LVZ Inc first reported a position in IUSV in Q2 2016 and held it in 5 quarters. The position peaked at $462K in Q4 2016. 147 funds tracked by Wall St. Rank hold IUSV as of Q3 2017.

  • LVZ Inc reported no remaining iShares Core S&P US Value ETF position as of Q3 2017 after selling out during the quarter.
  • LVZ Inc sold 5,817 iShares Core S&P US Value ETF shares in Q3 2017, an estimated $296K.
  • LVZ Inc first reported a position in iShares Core S&P US Value ETF in Q2 2016 and held it in 5 quarters.
  • LVZ Inc's iShares Core S&P US Value ETF position peaked at $462K in Q4 2016.
  • 147 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2017.

Based on LVZ Inc's 13F filing for Q3 2017, filed 2 Nov 2017.