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Signator Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Signator Financial Services’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
2013
Q3 		$23K Hold
600
– – 0.02% 140
2013
Q2 		$22K Buy
+600
New +$21.8K 0.02% 140

Other funds holding IUSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Signator Financial Services's IUSV Position: Q3 2013 in Review

Signator Financial Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2013 at 600 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #140.

Signator Financial Services first reported a position in IUSV in Q2 2013 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IUSV as of Q3 2013.

  • Signator Financial Services held 600 shares of iShares Core S&P US Value ETF worth $23K as of Q3 2013.
  • Signator Financial Services left its iShares Core S&P US Value ETF share count unchanged in Q3 2013.
  • iShares Core S&P US Value ETF made up 0.02% of Signator Financial Services's portfolio in Q3 2013, its #140 holding.
  • Signator Financial Services first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.