MKD Wealth Coaches’s iShares Core S&P US Value ETF IUSV Stock Holding History

MKD Wealth Coaches’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
2020 Q3	–	Sell	-5,794	Closed	-$303K	–	36
2020 Q2	$303K	Sell	5,794 -7,871	-58%	-$402K	0.38%	24
2020 Q1	$631K	Buy	13,665 +6,412	+88%	+$369K	0.85%	22
2019 Q4	$457K	Buy	7,253 +101	+1%	+$6.09K	0.39%	40
2019 Q3	$413K	Buy	7,152 +1,229	+21%	+$69.9K	0.43%	37
2019 Q2	$336K	Sell	5,923 -179	-3%	-$9.97K	0.3%	38
2019 Q1	$335K	Buy	6,102 +412	+7%	+$22K	0.34%	36
2018 Q4	$279K	Buy	+5,690	New	+$303K	0.33%	45

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

SRA

Summit Rock Advisors New York $16M AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

MKD Wealth Coaches's IUSV Position: Q3 2020 in Review

MKD Wealth Coaches sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 5,794 shares — an estimated $303K sold.

MKD Wealth Coaches first reported a position in IUSV in Q4 2018 and held it in 7 quarters. The position peaked at $631K in Q1 2020. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

MKD Wealth Coaches reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
MKD Wealth Coaches sold 5,794 iShares Core S&P US Value ETF shares in Q3 2020, an estimated $303K.
MKD Wealth Coaches first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 7 quarters.
MKD Wealth Coaches's iShares Core S&P US Value ETF position peaked at $631K in Q1 2020.
308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on MKD Wealth Coaches's 13F filing for Q3 2020, filed 29 Oct 2020.