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Caldwell Sutter Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Caldwell Sutter Capital’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
2026
Q1 		$21.9K Hold
214
– – 0.01% 472
2025
Q4 		$21.9K Hold
214
– – 0.01% 463
2025
Q3 		$21.4K Sell
214
-70
-25% -$6.81K 0.01% 463
2025
Q2 		$26.9K Hold
284
– – 0.01% 428
2025
Q1 		$26.2K Hold
284
– – 0.01% 431
2024
Q4 		$26.3K Hold
284
– – 0.01% 441
2024
Q3 		$27.1K Hold
284
– – 0.01% 439
2024
Q2 		$25K Hold
284
– – 0.01% 450
2024
Q1 		$25.7K Hold
284
– – 0.01% 438
2023
Q4 		$23.9K Hold
284
– – 0.01% 434
2023
Q3 		$21.2K Hold
284
– – 0.01% 434
2023
Q2 		$22.2K Hold
284
– – 0.01% 428
2023
Q1 		$21K Buy
+284
New +$20.9K 0.02% 332

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 $376B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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 $13.4B AUM 19.09% 1-Year Est. Return