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Armstrong Fleming & Moore’s iShares Core S&P US Value ETF IUSV Stock Holding History

Armstrong Fleming & Moore’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
Q2 		– Sell
-17,538
Closed -$1.62M – 130
2025
Q1 		$1.62M Buy
+17,538
New +$1.65M 1.96% 17

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armstrong Fleming & Moore's IUSV Position: Q2 2025 in Review

Armstrong Fleming & Moore sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 17,538 shares — an estimated $1.62M sold.

Armstrong Fleming & Moore first reported a position in IUSV in Q1 2025 and held it in 1 quarter. The position peaked at $1.62M in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Armstrong Fleming & Moore reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 17,538 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $1.62M.
  • Armstrong Fleming & Moore first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 1 quarter.
  • Armstrong Fleming & Moore's iShares Core S&P US Value ETF position peaked at $1.62M in Q1 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2025, filed 23 Jul 2025.