D.E. Shaw & Co
IUSV icon

D.E. Shaw & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

D.E. Shaw & Co’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
2024
Q4 		– Sell
-8,809
Closed -$841K – 4611
2024
Q3 		$841K Sell
8,809
-30,004
-77% -$2.76M ﹤0.01% 3400
2024
Q2 		$3.42M Buy
+38,813
New +$3.42M ﹤0.01% 2156

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

D.E. Shaw & Co's IUSV Position: Q4 2024 in Review

D.E. Shaw & Co sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 8,809 shares — an estimated $841K sold.

D.E. Shaw & Co first reported a position in IUSV in Q2 2024 and held it in 2 quarters. The position peaked at $3.42M in Q2 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • D.E. Shaw & Co reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 8,809 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $841K.
  • D.E. Shaw & Co first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 2 quarters.
  • D.E. Shaw & Co's iShares Core S&P US Value ETF position peaked at $3.42M in Q2 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.