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Oak Point Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Oak Point Wealth Management’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
Q1 		$736K Buy
14,156
+3,674
+35% +$204K 0.75% 43
2017
Q4 		$574K Buy
+10,482
New +$563K 0.57% 48

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
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Oak Point Wealth Management's IUSV Position: Q1 2018 in Review

Oak Point Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 35% in Q1 2018, buying an estimated $204K and bringing the position to 14,156 shares worth $736K. The position accounts for 0.75% of the portfolio, ranked #43.

Oak Point Wealth Management first reported a position in IUSV in Q4 2017 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold IUSV as of Q1 2018.

  • Oak Point Wealth Management held 14,156 shares of iShares Core S&P US Value ETF worth $736K as of Q1 2018.
  • Oak Point Wealth Management bought 3,674 iShares Core S&P US Value ETF shares in Q1 2018, an estimated $204K.
  • iShares Core S&P US Value ETF made up 0.75% of Oak Point Wealth Management's portfolio in Q1 2018, its #43 holding.
  • Oak Point Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.