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

Centricity 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 		$2.45M Buy
25,892
+494
+2% +$44.6K 1.96% 15
2025
Q1 		$2.34M Buy
25,398
+337
+1% +$31.6K 2.13% 15
2024
Q4 		$2.32M Buy
+25,061
New +$2.41M 2.17% 14

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
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Centricity Wealth Management's IUSV Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.9% in Q2 2025, buying an estimated $44.6K and bringing the position to 25,892 shares worth $2.45M. The position accounts for 1.96% of the portfolio, ranked #15.

Centricity Wealth Management first reported a position in IUSV in Q4 2024 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Centricity Wealth Management held 25,892 shares of iShares Core S&P US Value ETF worth $2.45M as of Q2 2025.
  • Centricity Wealth Management bought 494 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $44.6K.
  • iShares Core S&P US Value ETF made up 1.96% of Centricity Wealth Management's portfolio in Q2 2025, its #15 holding.
  • Centricity Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.