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

Churchill 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 		– Sell
-1,877,261
Closed -$173M – 162
2025
Q1 		$173M Buy
+1,877,261
New +$176M 2.2% 16

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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $16.4B AUM 25.17% 1-Year Est. Return

Churchill Management's IUSV Position: Q2 2025 in Review

Churchill Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 1,877,261 shares — an estimated $173M sold.

Churchill Management first reported a position in IUSV in Q1 2025 and held it in 1 quarter. The position peaked at $173M in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Churchill Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Churchill Management sold 1,877,261 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $173M.
  • Churchill Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 1 quarter.
  • Churchill Management's iShares Core S&P US Value ETF position peaked at $173M in Q1 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

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