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Congress Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Congress Wealth 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
Q2 		$808K Buy
8,532
+4,184
+96% +$378K 0.01% 764
2025
Q1 		$402K Buy
4,348
+940
+28% +$88.2K ﹤0.01% 874
2024
Q4 		$316K Sell
3,408
-228
-6% -$21.9K ﹤0.01% 752
2024
Q3 		$347K Hold
3,636
– – ﹤0.01% 702
2024
Q2 		$320K Hold
3,636
– – 0.01% 600
2024
Q1 		$329K Hold
3,636
– – 0.01% 496
2023
Q4 		$307K Buy
3,636
+147
+4% +$11.4K 0.01% 526
2023
Q3 		$260K Buy
+3,489
New +$274K 0.01% 543

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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 $5.16B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Congress Wealth Management's IUSV Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 96% in Q2 2025, buying an estimated $378K and bringing the position to 8,532 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #764.

Congress Wealth Management first reported a position in IUSV in Q3 2023 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Congress Wealth Management held 8,532 shares of iShares Core S&P US Value ETF worth $808K as of Q2 2025.
  • Congress Wealth Management bought 4,184 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $378K.
  • iShares Core S&P US Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #764 holding.
  • Congress Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 8 quarters since.
  • 730 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.