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

Concurrent Investment 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 		$16.2M Buy
158,595
+3,029
+2% +$318K 0.18% 128
2025
Q4 		$16M Buy
155,566
+13,574
+10% +$1.38M 0.18% 119
2025
Q3 		$14.2M Buy
141,992
+14,229
+11% +$1.39M 0.24% 86
2025
Q2 		$12.1M Buy
127,763
+3,457
+3% +$312K 0.23% 93
2025
Q1 		$11.5M Buy
124,306
+7,027
+6% +$659K 0.28% 82
2024
Q4 		$10.9M Buy
117,279
+4,757
+4% +$458K 0.29% 77
2024
Q3 		$10.7M Buy
112,522
+3,905
+4% +$359K 0.32% 75
2024
Q2 		$9.57M Buy
108,617
+8,873
+9% +$782K 0.32% 74
2024
Q1 		$9.02M Buy
99,744
+694
+0.7% +$59.7K 0.37% 62
2023
Q4 		$8.35M Buy
+99,050
New +$7.71M 0.4% 62

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 $376B 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 $6.52B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return