Boyd Watterson Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Boyd Watterson Asset 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 Q3	–	Sell	-900	Closed	-$85.2K	–	426
2025 Q2	$85.2K	Hold	900	–	–	0.03%	153
2025 Q1	$83.1K	Hold	900	–	–	0.03%	160
2024 Q4	$83.3K	Hold	900	–	–	0.02%	160
2024 Q3	$85.9K	Hold	900	–	–	0.02%	157
2024 Q2	$79.3K	Hold	900	–	–	0.02%	159
2024 Q1	$81.4K	Hold	900	–	–	0.03%	156
2023 Q4	$75.9K	Hold	900	–	–	0.03%	157
2023 Q3	$67.2K	Hold	900	–	–	0.03%	164
2023 Q2	$70.4K	Hold	900	–	–	0.03%	166
2023 Q1	$66.4K	Hold	900	–	–	0.03%	178
2022 Q4	$63.6K	Buy	+900	New	+$62.6K	0.03%	181

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Boyd Watterson Asset Management's IUSV Position: Q3 2025 in Review

Boyd Watterson Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 900 shares — an estimated $85.2K sold.

Boyd Watterson Asset Management first reported a position in IUSV in Q4 2022 and held it in 11 quarters. The position peaked at $85.9K in Q3 2024. 749 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

Boyd Watterson Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
Boyd Watterson Asset Management sold 900 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $85.2K.
Boyd Watterson Asset Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 11 quarters.
Boyd Watterson Asset Management's iShares Core S&P US Value ETF position peaked at $85.9K in Q3 2024.
749 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Boyd Watterson Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.