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Charles Schwab’s
iShares Core S&P US Value ETF
IUSV
Stock Holding History
Charles Schwab’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
$8.74M
Sell
85,459
-10,021
-10%
-$1.05M
﹤0.01%
2170
2025
Q4
$9.79M
Sell
95,480
-2,859
-3%
-$290K
﹤0.01%
2154
2025
Q3
$9.83M
Sell
98,339
-2,322
-2%
-$226K
﹤0.01%
2124
2025
Q2
$9.53M
Sell
100,661
-7,282
-7%
-$657K
﹤0.01%
2044
2025
Q1
$9.96M
Sell
107,943
-10,539
-9%
-$989K
﹤0.01%
1957
2024
Q4
$11M
Sell
118,482
-14,277
-11%
-$1.37M
﹤0.01%
1972
2024
Q3
$12.7M
Sell
132,759
-52,641
-28%
-$4.84M
﹤0.01%
1917
2024
Q2
$16.3M
Sell
185,400
-17,407
-9%
-$1.53M
﹤0.01%
1791
2024
Q1
$17.9M
Sell
202,807
-15,507
-7%
-$1.33M
﹤0.01%
1680
2023
Q4
$17.9M
Sell
218,314
-32,075
-13%
-$2.5M
﹤0.01%
1662
2023
Q3
$18.7M
Buy
+250,389
New
+$19.7M
0.01%
1542
2021
Q3
–
Sell
-896,119
Closed
-$64.5M
–
3527
2021
Q2
$64.5M
Sell
896,119
-103,408
-10%
-$7.44M
0.02%
695
2021
Q1
$68.9M
Sell
999,527
-51,599
-5%
-$3.39M
0.03%
643
2020
Q4
$65.4M
Sell
1,051,126
-145,542
-12%
-$8.53M
0.03%
626
2020
Q3
$65M
Sell
1,196,668
-173,027
-13%
-$9.46M
0.03%
518
2020
Q2
$71.5M
Buy
+1,369,695
New
+$69.9M
0.04%
473
Other funds holding IUSV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
S
SignatureFD
Atlanta, Georgia
$6.52B AUM
20.48%
1-Year Est. Return
BTI
Blue Trust Inc
Alpharetta, Georgia
$8.74B AUM
14.62%
1-Year Est. Return
KIM
Kestra Investment Management
Austin, Texas
$5.8B AUM
14.71%
1-Year Est. Return
AL
Aspiriant LLC
Los Angeles, California
$3.51B AUM
13.98%
1-Year Est. Return
MFG
Merit Financial Group
Alpharetta, Georgia
$13.4B AUM
19.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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