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

XML Securities’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 		$209K Buy
+3,940
New +$218K 0.26% 66

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 $4.05B AUM 19.01% 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

XML Securities's IUSV Position: Q1 2018 in Review

XML Securities opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2018: 3,940 shares worth $209K. The stake represents 0.26% of the portfolio and ranks #66 among its holdings.

199 funds tracked by Wall St. Rank hold IUSV as of Q1 2018.

  • XML Securities held 3,940 shares of iShares Core S&P US Value ETF worth $209K as of Q1 2018.
  • iShares Core S&P US Value ETF was a new XML Securities position in Q1 2018.
  • iShares Core S&P US Value ETF made up 0.26% of XML Securities's portfolio in Q1 2018, its #66 holding.
  • 199 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.