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

Capital Planning’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
-4,073
Closed -$376K – 91
2025
Q1 		$376K Buy
+4,073
New +$382K 0.11% 75

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 $7.49B AUM 24.82% 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 Planning's IUSV Position: Q2 2025 in Review

Capital Planning sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 4,073 shares — an estimated $376K sold.

Capital Planning first reported a position in IUSV in Q1 2025 and held it in 1 quarter. The position peaked at $376K in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Capital Planning reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Planning sold 4,073 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $376K.
  • Capital Planning first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 1 quarter.
  • Capital Planning's iShares Core S&P US Value ETF position peaked at $376K 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 Planning's 13F filing for Q2 2025, filed 21 Jul 2025.