Citadel Advisors
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Citadel Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Citadel Advisors’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 		$286K Sell
2,800
-800
-22% -$83.9K ﹤0.01% 10571
2025
Q4 		$369K Buy
+3,600
New +$365K ﹤0.01% 9707

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
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
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 $5.8B AUM 14.71% 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

Citadel Advisors's IUSV Position: Q4 2025 in Review

Citadel Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 11,895 shares — an estimated $1.21M sold.

Citadel Advisors first reported a position in IUSV in Q1 2015 and held it in 18 quarters. The position peaked at $6.92M in Q2 2018. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Citadel Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 11,895 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $1.21M.
  • Citadel Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2015 and held it in 18 quarters.
  • Citadel Advisors's iShares Core S&P US Value ETF position peaked at $6.92M in Q2 2018.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.