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Vicus Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Vicus Capital’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
2017
Q4 		– Sell
-12,694
Closed -$665K – 237
2017
Q3 		$665K Buy
+12,694
New +$652K 0.13% 125

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vicus Capital's IUSV Position: Q4 2017 in Review

Vicus Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2017, closing a stake of 12,694 shares — an estimated $665K sold.

Vicus Capital first reported a position in IUSV in Q3 2017 and held it in 1 quarter. The position peaked at $665K in Q3 2017. 188 funds tracked by Wall St. Rank hold IUSV as of Q4 2017.

  • Vicus Capital reported no remaining iShares Core S&P US Value ETF position as of Q4 2017 after selling out during the quarter.
  • Vicus Capital sold 12,694 iShares Core S&P US Value ETF shares in Q4 2017, an estimated $665K.
  • Vicus Capital first reported a position in iShares Core S&P US Value ETF in Q3 2017 and held it in 1 quarter.
  • Vicus Capital's iShares Core S&P US Value ETF position peaked at $665K in Q3 2017.
  • 188 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2017.

Based on Vicus Capital's 13F filing for Q4 2017, filed 25 Jan 2018.