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Capital A Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Capital A Wealth 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
Q2 		– Sell
-403
Closed -$37.2K – 640
2025
Q1 		$37.2K Buy
403
+343
+572% +$32.2K 0.04% 173
2024
Q4 		$5.55K Buy
+60
New +$5.77K 0.01% 360

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Capital A Wealth Management's IUSV Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 403 shares — an estimated $37.2K sold.

Capital A Wealth Management first reported a position in IUSV in Q4 2024 and held it in 2 quarters. The position peaked at $37.2K in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 403 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $37.2K.
  • Capital A Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Core S&P US Value ETF position peaked at $37.2K in Q1 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.