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Curated Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Curated Wealth 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
Q1 		– Sell
-3,410
Closed -$316K – 157
2024
Q4 		$316K Buy
3,410
+510
+18% +$49.1K 0.04% 112
2024
Q3 		$277K Hold
2,900
– – 0.04% 113
2024
Q2 		$256K Buy
+2,900
New +$256K 0.04% 118
2024
Q1 		– Sell
-5,750
Closed -$495K – 203
2023
Q4 		$485K Hold
5,750
– – 0.08% 90
2023
Q3 		$429K Sell
5,750
-1,000
-15% -$78.5K 0.08% 86
2023
Q2 		$528K Hold
6,750
– – 0.1% 69
2023
Q1 		$498K Hold
6,750
– – 0.11% 70
2022
Q4 		$477K Hold
6,750
– – 0.12% 66
2022
Q3 		$423K Sell
6,750
-150
-2% -$10.4K 0.12% 67
2022
Q2 		$462K Buy
6,900
+3,150
+84% +$226K 0.14% 68
2022
Q1 		$286K Hold
3,750
– – 0.1% 115
2021
Q4 		$286K Hold
3,750
– – 0.09% 119
2021
Q3 		$266K Hold
3,750
– – 0.15% 118
2021
Q2 		$270K Buy
+3,750
New +$270K 0.15% 119

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Curated Wealth Partners's IUSV Position: Q1 2025 in Review

Curated Wealth Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 3,410 shares — an estimated $316K sold.

Curated Wealth Partners first reported a position in IUSV in Q2 2021 and held it in 14 quarters. The position peaked at $528K in Q2 2023. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Curated Wealth Partners reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 3,410 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $316K.
  • Curated Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 14 quarters.
  • Curated Wealth Partners's iShares Core S&P US Value ETF position peaked at $528K in Q2 2023.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Curated Wealth Partners's 13F filing for Q1 2025, filed 15 Apr 2025.