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Colonial River Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

Colonial River Investments’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
Q4 		– Sell
-4,202
Closed -$420K – 239
2025
Q3 		$420K Buy
4,202
+1,421
+51% +$138K 0.15% 143
2025
Q2 		$268K Sell
2,781
-192
-6% -$17.3K 0.12% 174
2025
Q1 		$274K Buy
2,973
+187
+7% +$17.6K 0.15% 147
2024
Q4 		$258K Buy
2,786
+176
+7% +$16.9K 0.12% 164
2024
Q3 		$249K Buy
+2,610
New +$240K 0.12% 177
2023
Q3 		– Sell
-3,799
Closed -$297K – 162
2023
Q2 		$297K Sell
3,799
-206
-5% -$15.4K 0.2% 137
2023
Q1 		$295K Sell
4,005
-287
-7% -$21.1K 0.17% 139
2022
Q4 		$303K Buy
4,292
+73
+2% +$5.08K 0.19% 130
2022
Q3 		$264K Buy
4,219
+21
+0.5% +$1.45K 0.18% 132
2022
Q2 		$281K Sell
4,198
-208
-5% -$14.9K 0.18% 139
2022
Q1 		$334K Buy
4,406
+13
+0.3% +$974 0.19% 133
2021
Q4 		$335K Buy
+4,393
New +$326K 0.18% 140
2021
Q3 		– Sell
-4,421
Closed -$318K – 119
2021
Q2 		$318K Sell
4,421
-37
-0.8% -$2.66K 0.23% 112
2021
Q1 		$307K Buy
4,458
+271
+6% +$17.8K 0.25% 103
2020
Q4 		$271 Buy
+4,187
New +$245K 0.12% 113

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 $424B AUM 22.96% 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 $5.16B AUM 18.64% 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

Colonial River Investments's IUSV Position: Q4 2025 in Review

Colonial River Investments sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 4,202 shares — an estimated $420K sold.

Colonial River Investments first reported a position in IUSV in Q4 2020 and held it in 15 quarters. The position peaked at $420K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Colonial River Investments reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Colonial River Investments sold 4,202 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $420K.
  • Colonial River Investments first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 15 quarters.
  • Colonial River Investments's iShares Core S&P US Value ETF position peaked at $420K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Colonial River Investments's 13F filing for Q4 2025, filed 4 Feb 2026.