AWM
IUSV icon

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

Avior 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
Q1 		– Sell
-1,265
Closed -$117K – 1539
2024
Q4 		$117K Buy
1,265
+60
+5% +$5.77K ﹤0.01% 848
2024
Q3 		$115K Sell
1,205
-532
-31% -$48.9K ﹤0.01% 844
2024
Q2 		$153K Buy
1,737
+175
+11% +$15.4K 0.01% 745
2024
Q1 		$141K Buy
1,562
+544
+53% +$46.8K 0.01% 818
2023
Q4 		$85.9K Buy
1,018
+11
+1% +$857 0.01% 636
2023
Q3 		$75.2K Hold
1,007
– – 0.01% 682
2023
Q2 		$78.9K Buy
1,007
+4
+0.4% +$299 0.01% 674
2023
Q1 		$74.1K Sell
1,003
-80
-7% -$5.89K 0.01% 694
2022
Q4 		$76.5K Sell
1,083
-140
-11% -$9.73K 0.01% 563
2022
Q3 		$76K Buy
1,223
+155
+15% +$10.7K 0.01% 549
2022
Q2 		$71K Sell
1,068
-59
-5% -$4.24K 0.01% 529
2022
Q1 		$85K Buy
1,127
+5
+0.4% +$375 0.01% 532
2021
Q4 		$85K Sell
1,122
-166
-13% -$12.3K 0.01% 522
2021
Q3 		$91K Sell
1,288
-331
-20% -$24K 0.01% 498
2021
Q2 		$116K Buy
1,619
+5
+0.3% +$360 0.01% 452
2021
Q1 		$111K Sell
1,614
-30
-2% -$1.97K 0.01% 456
2020
Q4 		$102K Sell
1,644
-291
-15% -$17K 0.01% 439
2020
Q3 		$105K Sell
1,935
-741
-28% -$40.5K 0.02% 444
2020
Q2 		$139K Buy
2,676
+2,599
+3,375% +$133K 0.02% 410
2020
Q1 		$3K Hold
77
– – ﹤0.01% 660
2019
Q4 		$4K Sell
77
-122
-61% -$7.36K ﹤0.01% 667
2019
Q3 		$11K Buy
+199
New +$11.3K ﹤0.01% 576

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Avior Wealth Management's IUSV Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 1,265 shares — an estimated $117K sold.

Avior Wealth Management first reported a position in IUSV in Q3 2019 and held it in 22 quarters. The position peaked at $153K in Q2 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,265 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $117K.
  • Avior Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2019 and held it in 22 quarters.
  • Avior Wealth Management's iShares Core S&P US Value ETF position peaked at $153K in Q2 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.