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Christopher J. Hasenberg’s iShares Core S&P US Value ETF IUSV Stock Holding History

Christopher J. Hasenberg’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 		$16.9K Buy
179
+123
+220% +$11.1K 0.01% 117
2025
Q1 		$5.16K Buy
+56
New +$5.26K ﹤0.01% 152

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

Christopher J. Hasenberg's IUSV Position: Q2 2025 in Review

Christopher J. Hasenberg increased its iShares Core S&P US Value ETF (IUSV) stake by 220% in Q2 2025, buying an estimated $11.1K and bringing the position to 179 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #117.

Christopher J. Hasenberg first reported a position in IUSV in Q1 2025 and has held it in 2 quarters since. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Christopher J. Hasenberg held 179 shares of iShares Core S&P US Value ETF worth $16.9K as of Q2 2025.
  • Christopher J. Hasenberg bought 123 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $11.1K.
  • iShares Core S&P US Value ETF made up 0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #117 holding.
  • Christopher J. Hasenberg first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.