AWM
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AllSquare Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

AllSquare 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
2025
Q3 		$9.39K Hold
94
– – 0.01% 390
2025
Q2 		$8.89K Hold
94
– – 0.01% 393
2025
Q1 		$8.68K Hold
94
– – 0.01% 391
2024
Q4 		$8.7K Hold
94
– – 0.01% 390
2024
Q3 		$8.98K Hold
94
– – 0.01% 392
2024
Q2 		$8.28K Buy
+94
New +$8.29K 0.01% 390

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AllSquare Wealth Management's IUSV Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2025 at 94 shares worth $9.39K. The position accounts for 0.01% of the portfolio, ranked #390.

AllSquare Wealth Management first reported a position in IUSV in Q2 2024 and has held it in 6 quarters since. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • AllSquare Wealth Management held 94 shares of iShares Core S&P US Value ETF worth $9.39K as of Q3 2025.
  • AllSquare Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q3 2025.
  • iShares Core S&P US Value ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #390 holding.
  • AllSquare Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 6 quarters since.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.