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Castellan Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Castellan Group’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 		– Sell
-29,740
Closed -$3.05M – 49
2025
Q4 		$3.05M Buy
+29,740
New +$3.02M 0.38% 38

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Castellan Group's IUSV Position: Q1 2026 in Review

Castellan Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 29,740 shares — an estimated $3.05M sold.

Castellan Group first reported a position in IUSV in Q4 2025 and held it in 1 quarter. The position peaked at $3.05M in Q4 2025. 790 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Castellan Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Castellan Group sold 29,740 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $3.05M.
  • Castellan Group first reported a position in iShares Core S&P US Value ETF in Q4 2025 and held it in 1 quarter.
  • Castellan Group's iShares Core S&P US Value ETF position peaked at $3.05M in Q4 2025.
  • 790 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.