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

Clarity Asset 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
Q1 		– Sell
-405
Closed -$37.5K – 217
2024
Q4 		$37.5K Buy
405
+1
+0.2% +$96 0.02% 116
2024
Q3 		$38.6K Buy
404
+2
+0.5% +$184 0.03% 113
2024
Q2 		$35.4K Buy
+402
New +$35.4K 0.03% 112

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
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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clarity Asset Management's IUSV Position: Q1 2025 in Review

Clarity Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 405 shares — an estimated $37.5K sold.

Clarity Asset Management first reported a position in IUSV in Q2 2024 and held it in 3 quarters. The position peaked at $38.6K in Q3 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Clarity Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • Clarity Asset Management sold 405 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $37.5K.
  • Clarity Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 3 quarters.
  • Clarity Asset Management's iShares Core S&P US Value ETF position peaked at $38.6K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Clarity Asset Management's 13F filing for Q1 2025, filed 14 May 2025.