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Personal Financial Consultants’s iShares Core S&P US Value ETF IUSV Stock Holding History

Personal Financial Consultants’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
Q2 		$880K Buy
15,539
+42
+0.3% +$2.34K 0.66% 15
2019
Q1 		$850K Buy
15,497
+638
+4% +$34.1K 0.65% 15
2018
Q4 		$729K Buy
14,859
+191
+1% +$10.2K 0.62% 24
2018
Q3 		$827K Buy
+14,668
New +$820K 0.6% 20

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Personal Financial Consultants's IUSV Position: Q2 2019 in Review

Personal Financial Consultants increased its iShares Core S&P US Value ETF (IUSV) stake by 0.27% in Q2 2019, buying an estimated $2.34K and bringing the position to 15,539 shares worth $880K. The position accounts for 0.66% of the portfolio, ranked #15.

Personal Financial Consultants first reported a position in IUSV in Q3 2018 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold IUSV as of Q2 2019.

  • Personal Financial Consultants held 15,539 shares of iShares Core S&P US Value ETF worth $880K as of Q2 2019.
  • Personal Financial Consultants bought 42 iShares Core S&P US Value ETF shares in Q2 2019, an estimated $2.34K.
  • iShares Core S&P US Value ETF made up 0.66% of Personal Financial Consultants's portfolio in Q2 2019, its #15 holding.
  • Personal Financial Consultants first reported a position in iShares Core S&P US Value ETF in Q3 2018 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.