CS
IUSV icon

Cannell & Spears’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cannell & Spears’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
-4,514
Closed -$418K – 406
2024
Q4 		$418K Hold
4,514
– – 0.01% 302
2024
Q3 		$431K Hold
4,514
– – 0.01% 310
2024
Q2 		$398K Hold
4,514
– – 0.01% 286
2024
Q1 		$408K Hold
4,514
– – 0.01% 295
2023
Q4 		$381K Hold
4,514
– – 0.03% 155
2023
Q3 		$337K Hold
4,514
– – 0.03% 159
2023
Q2 		$353K Hold
4,514
– – 0.03% 168
2023
Q1 		$333K Buy
+4,514
New +$332K 0.03% 174

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

Cannell & Spears's IUSV Position: Q1 2025 in Review

Cannell & Spears sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 4,514 shares — an estimated $418K sold.

Cannell & Spears first reported a position in IUSV in Q1 2023 and held it in 8 quarters. The position peaked at $431K in Q3 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Cannell & Spears reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • Cannell & Spears sold 4,514 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $418K.
  • Cannell & Spears first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 8 quarters.
  • Cannell & Spears's iShares Core S&P US Value ETF position peaked at $431K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Cannell & Spears's 13F filing for Q1 2025, filed 14 May 2025.