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

Berry Wealth Group’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 		– Sell
-4,108
Closed -$389K – 68
2025
Q2 		$389K Buy
4,108
+526
+15% +$47.5K 0.27% 51
2025
Q1 		$331K Buy
3,582
+1,062
+42% +$99.7K 0.26% 55
2024
Q4 		$233K Buy
2,520
+147
+6% +$14.1K 0.17% 79
2024
Q3 		$227K Buy
+2,373
New +$218K 0.16% 81

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 22.9% 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 $5.16B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Berry Wealth Group's IUSV Position: Q3 2025 in Review

Berry Wealth Group sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 4,108 shares — an estimated $389K sold.

Berry Wealth Group first reported a position in IUSV in Q3 2024 and held it in 4 quarters. The position peaked at $389K in Q2 2025. 749 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Berry Wealth Group reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 4,108 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $389K.
  • Berry Wealth Group first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 4 quarters.
  • Berry Wealth Group's iShares Core S&P US Value ETF position peaked at $389K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.