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

Crewe 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
2025
Q4 		– Sell
-67
Closed -$6.7K – 1112
2025
Q3 		$6.7K Sell
67
-36
-35% -$3.5K ﹤0.01% 699
2025
Q2 		$9.75K Buy
+103
New +$9.3K ﹤0.01% 465

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 22.96% 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

Crewe Advisors's IUSV Position: Q4 2025 in Review

Crewe Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 67 shares — an estimated $6.7K sold.

Crewe Advisors first reported a position in IUSV in Q2 2025 and held it in 2 quarters. The position peaked at $9.75K in Q2 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Crewe Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 67 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $6.7K.
  • Crewe Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2025 and held it in 2 quarters.
  • Crewe Advisors's iShares Core S&P US Value ETF position peaked at $9.75K in Q2 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.