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CWA Asset Management Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

CWA Asset Management 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
2025
Q1 		– Sell
-2,527
Closed -$234K – 616
2024
Q4 		$234K Sell
2,527
-12
-0.5% -$1.15K 0.01% 523
2024
Q3 		$242K Buy
+2,539
New +$233K 0.01% 522
2024
Q1 		$249K Sell
2,758
-636
-19% -$54.7K 0.02% 466
2023
Q4 		$286K Sell
3,394
-3,147
-48% -$245K 0.02% 341
2023
Q3 		$488K Buy
6,541
+2,423
+59% +$190K 0.04% 223
2023
Q2 		$322K Buy
+4,118
New +$308K 0.02% 267

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 $9.54B AUM 19.86% 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

CWA Asset Management Group's IUSV Position: Q1 2025 in Review

CWA Asset Management Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 2,527 shares — an estimated $234K sold.

CWA Asset Management Group first reported a position in IUSV in Q2 2023 and held it in 6 quarters. The position peaked at $488K in Q3 2023. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • CWA Asset Management Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 2,527 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $234K.
  • CWA Asset Management Group first reported a position in iShares Core S&P US Value ETF in Q2 2023 and held it in 6 quarters.
  • CWA Asset Management Group's iShares Core S&P US Value ETF position peaked at $488K in Q3 2023.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on CWA Asset Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.