CMP
IUSV icon

Coston McIsaac & Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Coston McIsaac & Partners’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
-10
Closed – – 868
2025
Q3 		$0 Hold
10
– – ﹤0.01% 820
2025
Q2 		$0 Hold
10
– – ﹤0.01% 791
2025
Q1 		$0 Hold
10
– – ﹤0.01% 791
2024
Q4 		$0 Hold
10
– – ﹤0.01% 789
2024
Q3 		$0 Hold
10
– – ﹤0.01% 782
2024
Q2 		$0 Hold
10
– – ﹤0.01% 764
2024
Q1 		$0 Hold
10
– – ﹤0.01% 747
2023
Q4 		$0 Hold
10
– – ﹤0.01% 745
2023
Q3 		$0 Hold
10
– – ﹤0.01% 751
2023
Q2 		$0 Hold
10
– – ﹤0.01% 802
2023
Q1 		$0 Hold
10
– – ﹤0.01% 823
2022
Q4 		$0 Hold
10
– – ﹤0.01% 788
2022
Q3 		$0 Buy
+10
New +$690 ﹤0.01% 706

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 22.94% 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 $5.8B AUM 14.71% 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

Coston McIsaac & Partners's IUSV Position: Q4 2025 in Review

Coston McIsaac & Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 10 shares.

Coston McIsaac & Partners first reported a position in IUSV in Q3 2022 and held it in 13 quarters. The position peaked at $0 in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Coston McIsaac & Partners reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 10 iShares Core S&P US Value ETF shares in Q4 2025.
  • Coston McIsaac & Partners first reported a position in iShares Core S&P US Value ETF in Q3 2022 and held it in 13 quarters.
  • Coston McIsaac & Partners's iShares Core S&P US Value ETF position peaked at $0 in Q3 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Coston McIsaac & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.