Nalls Sherbakoff Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Nalls Sherbakoff Group’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
2018 Q4	$15K	Buy	+300	New	+$16K	0.02%	236

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Nalls Sherbakoff Group's IUSV Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2018: 300 shares worth $15K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

253 funds tracked by Wall St. Rank hold IUSV as of Q4 2018.

Nalls Sherbakoff Group held 300 shares of iShares Core S&P US Value ETF worth $15K as of Q4 2018.
iShares Core S&P US Value ETF was a new Nalls Sherbakoff Group position in Q4 2018.
iShares Core S&P US Value ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #236 holding.
253 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.