VIA
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Vantage Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Vantage Investment Advisors’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 		– Sell
-235
Closed -$13K – 826
2017
Q4 		$13K Buy
+235
New +$12.6K ﹤0.01% 527

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 $3.51B AUM 13.98% 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 $16M 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 $374B AUM 17.66% 1-Year Est. Return

Vantage Investment Advisors's IUSV Position: Q1 2018 in Review

Vantage Investment Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2018, closing a stake of 235 shares — an estimated $13K sold.

Vantage Investment Advisors first reported a position in IUSV in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 199 funds tracked by Wall St. Rank hold IUSV as of Q1 2018.

  • Vantage Investment Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 235 iShares Core S&P US Value ETF shares in Q1 2018, an estimated $13K.
  • Vantage Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2017 and held it in 1 quarter.
  • Vantage Investment Advisors's iShares Core S&P US Value ETF position peaked at $13K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2018.

Based on Vantage Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.