CFG
IUSV icon

Citizens Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Citizens Financial Group’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
2024
Q4 		– Sell
-2,857
Closed -$273K – 601
2024
Q3 		$273K Sell
2,857
-1,005
-26% -$92.4K 0.01% 479
2024
Q2 		$340K Buy
3,862
+299
+8% +$26.4K 0.01% 430
2024
Q1 		$322K Hold
3,563
– – 0.01% 326
2023
Q4 		$300K Buy
3,563
+1
+0% +$78 0.01% 336
2023
Q3 		$266K Buy
3,562
+67
+2% +$5.26K 0.01% 303
2023
Q2 		$274K Hold
3,495
– – 0.01% 334
2023
Q1 		$258K Hold
3,495
– – 0.01% 397
2022
Q4 		$247K Hold
3,495
– – 0.01% 374
2022
Q3 		$219K Hold
3,495
– – 0.01% 381
2022
Q2 		$234K Sell
3,495
-90
-3% -$6.46K 0.01% 377
2022
Q1 		$272K Buy
3,585
+15
+0.4% +$1.12K 0.01% 383
2021
Q4 		$273K Buy
+3,570
New +$265K 0.01% 385
2018
Q3 		– Sell
-283
Closed -$15K – 565
2018
Q2 		$15K Buy
+283
New +$15.3K ﹤0.01% 371

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Citizens Financial Group's IUSV Position: Q4 2024 in Review

Citizens Financial Group sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 2,857 shares — an estimated $273K sold.

Citizens Financial Group first reported a position in IUSV in Q2 2018 and held it in 13 quarters. The position peaked at $340K in Q2 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Citizens Financial Group reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Citizens Financial Group sold 2,857 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $273K.
  • Citizens Financial Group first reported a position in iShares Core S&P US Value ETF in Q2 2018 and held it in 13 quarters.
  • Citizens Financial Group's iShares Core S&P US Value ETF position peaked at $340K in Q2 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Citizens Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.