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

WealthOne’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
Q1 		– Sell
-626
Closed -$31K – 306
2018
Q4 		$31K Buy
+626
New +$33.3K 0.03% 217

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

WealthOne's IUSV Position: Q1 2019 in Review

WealthOne sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2019, closing a stake of 626 shares — an estimated $31K sold.

WealthOne first reported a position in IUSV in Q4 2018 and held it in 1 quarter. The position peaked at $31K in Q4 2018. 263 funds tracked by Wall St. Rank hold IUSV as of Q1 2019.

  • WealthOne reported no remaining iShares Core S&P US Value ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 626 iShares Core S&P US Value ETF shares in Q1 2019, an estimated $31K.
  • WealthOne first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares Core S&P US Value ETF position peaked at $31K in Q4 2018.
  • 263 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.