Boston Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Boston Partners’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	-2,219	Closed	-$205K	–	735
2024 Q4	$205K	Buy	+2,219	New	+$213K	﹤0.01%	703
2022 Q1	–	Sell	-4,864	Closed	-$373K	–	716
2021 Q4	$373K	Buy	+4,864	New	+$361K	﹤0.01%	628
2020 Q1	–	Sell	-6,094	Closed	-$385K	–	692
2019 Q4	$385K	Buy	+6,094	New	+$367K	﹤0.01%	625
2019 Q1	–	Sell	-81,195	Closed	-$3.99M	–	696
2018 Q4	$3.99M	Buy	+81,195	New	+$4.32M	0.01%	437
2018 Q1	–	Sell	-16,634	Closed	-$922K	–	751
2017 Q4	$922K	Sell	16,634 -32,024	-66%	-$1.72M	﹤0.01%	717
2017 Q3	$2.55M	Hold	48,658	–	–	﹤0.01%	632
2017 Q2	$2.48M	Sell	48,658 -38	-0.1%	-$1.92K	﹤0.01%	628
2017 Q1	$2.46M	Sell	48,696 -6,678	-12%	-$336K	﹤0.01%	638
2016 Q4	$2.72M	Buy	55,374 +6,678	+14%	+$316K	﹤0.01%	631
2016 Q3	$2.25M	Hold	48,696	–	–	﹤0.01%	646
2016 Q2	$2.18M	Hold	48,696	–	–	﹤0.01%	633
2016 Q1	$2.09M	Sell	48,696 -39,168	-45%	-$1.59M	﹤0.01%	614
2015 Q4	$3.73M	Buy	+87,864	New	+$3.79M	0.01%	525

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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 $16.4B AUM 25.17% 1-Year Est. Return

Boston Partners's IUSV Position: Q1 2025 in Review

Boston Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 2,219 shares — an estimated $205K sold.

Boston Partners first reported a position in IUSV in Q4 2015 and held it in 13 quarters. The position peaked at $3.99M in Q4 2018. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

Boston Partners reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
Boston Partners sold 2,219 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $205K.
Boston Partners first reported a position in iShares Core S&P US Value ETF in Q4 2015 and held it in 13 quarters.
Boston Partners's iShares Core S&P US Value ETF position peaked at $3.99M in Q4 2018.
732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Boston Partners's 13F filing for Q1 2025, filed 13 May 2025.