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IUSV icon

Carolinas Wealth Consulting’s iShares Core S&P US Value ETF IUSV Stock Holding History

Carolinas Wealth Consulting’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
-2,314
Closed -$214K – 471
2025
Q1 		$214K Sell
2,314
-605
-21% -$56.8K 0.05% 172
2024
Q4 		$270K Buy
2,919
+607
+26% +$58.4K 0.05% 158
2024
Q3 		$221K Buy
2,312
+1
+0% +$92 0.04% 177
2024
Q2 		$204K Buy
2,311
+153
+7% +$13.5K 0.04% 178
2024
Q1 		$195K Buy
2,158
+1
+0% +$86 0.04% 177
2023
Q4 		$182K Sell
2,157
-37
-2% -$2.88K 0.04% 172
2023
Q3 		$160K Sell
2,194
-5,041
-70% -$396K 0.04% 166
2023
Q2 		$566K Sell
7,235
-22
-0.3% -$1.64K 0.11% 89
2023
Q1 		$535K Sell
7,257
-59
-0.8% -$4.34K 0.11% 98
2022
Q4 		$517K Buy
7,316
+2,611
+55% +$182K 0.12% 94
2022
Q3 		$295K Buy
4,705
+1
+0% +$69 0.07% 120
2022
Q2 		$315K Buy
4,704
+116
+3% +$8.33K 0.08% 117
2022
Q1 		$348K Sell
4,588
-595
-11% -$44.6K 0.08% 116
2021
Q4 		$396K Buy
5,183
+111
+2% +$8.23K 0.09% 106
2021
Q3 		$359K Buy
5,072
+1
+0% +$73 0.08% 107
2021
Q2 		$365K Hold
5,071
– – 0.08% 111
2021
Q1 		$349K Hold
5,071
– – 0.08% 111
2020
Q4 		$315K Hold
5,071
– – 0.08% 115
2020
Q3 		$275K Sell
5,071
-1,800
-26% -$98.4K 0.09% 97
2020
Q2 		$359K Sell
6,871
-4,228
-38% -$216K 0.14% 70
2020
Q1 		$513K Buy
+11,099
New +$638K 0.28% 51

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

Carolinas Wealth Consulting's IUSV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 2,314 shares — an estimated $214K sold.

Carolinas Wealth Consulting first reported a position in IUSV in Q1 2020 and held it in 21 quarters. The position peaked at $566K in Q2 2023. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,314 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $214K.
  • Carolinas Wealth Consulting first reported a position in iShares Core S&P US Value ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares Core S&P US Value ETF position peaked at $566K in Q2 2023.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.