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IUSV icon

Crestwood Advisors Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Crestwood Advisors Group’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 		$10.7M Buy
104,819
+80,138
+325% +$8.4M 0.18% 101
2025
Q4 		$2.53M Buy
24,681
+1,306
+6% +$132K 0.04% 196
2025
Q3 		$2.34M Buy
23,375
+564
+2% +$54.9K 0.04% 198
2025
Q2 		$2.16M Buy
22,811
+961
+4% +$86.7K 0.04% 197
2025
Q1 		$2.02M Sell
21,850
-47
-0.2% -$4.41K 0.04% 199
2024
Q4 		$2.03M Buy
21,897
+1,786
+9% +$172K 0.04% 187
2024
Q3 		$1.92M Sell
20,111
-381
-2% -$35K 0.04% 188
2024
Q2 		$1.81M Buy
20,492
+97
+0.5% +$8.55K 0.04% 183
2024
Q1 		$1.84M Buy
20,395
+522
+3% +$44.9K 0.04% 175
2023
Q4 		$1.68M Sell
19,873
-3,740
-16% -$291K 0.04% 172
2023
Q3 		$1.76M Buy
+23,613
New +$1.85M 0.05% 162

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