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IUSV icon

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

Dentgroup’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 		$959K Buy
9,349
+615
+7% +$62.4K 0.66% 47
2025
Q3 		$873K Buy
8,734
+2,460
+39% +$239K 0.56% 52
2025
Q2 		$594K Sell
6,274
-2,754
-31% -$249K 0.41% 60
2025
Q1 		$833K Buy
9,028
+191
+2% +$17.9K 0.62% 51
2024
Q4 		$818K Buy
8,837
+311
+4% +$29.9K 0.63% 45
2024
Q3 		$814K Buy
8,526
+2,087
+32% +$192K 0.61% 44
2024
Q2 		$567K Buy
+6,439
New +$568K 0.46% 54

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

Dentgroup's IUSV Position: Q4 2025 in Review

Dentgroup increased its iShares Core S&P US Value ETF (IUSV) stake by 7% in Q4 2025, buying an estimated $62.4K and bringing the position to 9,349 shares worth $959K. The position accounts for 0.66% of the portfolio, ranked #47.

Dentgroup first reported a position in IUSV in Q2 2024 and has held it in 7 quarters since. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Dentgroup held 9,349 shares of iShares Core S&P US Value ETF worth $959K as of Q4 2025.
  • Dentgroup bought 615 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $62.4K.
  • iShares Core S&P US Value ETF made up 0.66% of Dentgroup's portfolio in Q4 2025, its #47 holding.
  • Dentgroup first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 7 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.