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

WFG 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
2017 Q2	$41K	Buy	812 +4	+0.5%	+$202	0.01%	744
2017 Q1	$41K	Buy	808 +3	+0.4%	+$151	0.01%	713
2016 Q4	$40K	Buy	+805	New	+$38K	0.01%	760

Other funds holding IUSV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WFG Advisors's IUSV Position: Q2 2017 in Review

WFG Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.5% in Q2 2017, buying an estimated $202 and bringing the position to 812 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #744.

WFG Advisors first reported a position in IUSV in Q4 2016 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold IUSV as of Q2 2017.

WFG Advisors held 812 shares of iShares Core S&P US Value ETF worth $41K as of Q2 2017.
WFG Advisors bought 4 iShares Core S&P US Value ETF shares in Q2 2017, an estimated $202.
iShares Core S&P US Value ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #744 holding.
WFG Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2016 and has held it in 3 quarters since.
143 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.