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Walled Lake Planning & Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Walled Lake Planning & 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
2020
Q2 		– Sell
-32
Closed -$1K – 351
2020
Q1 		$1K Buy
+32
New +$1.84K ﹤0.01% 298

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IUSV Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2020, closing a stake of 32 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in IUSV in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 318 funds tracked by Wall St. Rank hold IUSV as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 32 iShares Core S&P US Value ETF shares in Q2 2020, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares Core S&P US Value ETF position peaked at $1K in Q1 2020.
  • 318 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.