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

Alteri Wealth’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
Q4 		– Sell
-2,075
Closed -$207K – 290
2025
Q3 		$207K Sell
2,075
-500
-19% -$48.7K 0.07% 262
2025
Q2 		$244K Buy
2,575
+1
+0% +$90 0.09% 233
2025
Q1 		$238K Sell
2,574
-989
-28% -$92.8K 0.1% 220
2024
Q4 		$330K Buy
+3,563
New +$343K 0.09% 170

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Alteri Wealth's IUSV Position: Q4 2025 in Review

Alteri Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 2,075 shares — an estimated $207K sold.

Alteri Wealth first reported a position in IUSV in Q4 2024 and held it in 4 quarters. The position peaked at $330K in Q4 2024. 799 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Alteri Wealth reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Alteri Wealth sold 2,075 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $207K.
  • Alteri Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 4 quarters.
  • Alteri Wealth's iShares Core S&P US Value ETF position peaked at $330K in Q4 2024.
  • 799 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Alteri Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.