Envestnet Portfolio Solutions
IUSV icon

Envestnet Portfolio Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		– Sell
-2,828
Closed -$290K – 1401
2025
Q4 		$290K Sell
2,828
-244
-8% -$24.7K ﹤0.01% 1297
2025
Q3 		$307K Sell
3,072
-310
-9% -$30.2K ﹤0.01% 1233
2025
Q2 		$320K Sell
3,382
-12,592
-79% -$1.14M ﹤0.01% 1310
2025
Q1 		$1.47M Buy
15,974
+10,924
+216% +$1.03M 0.01% 682
2024
Q4 		$468K Sell
5,050
-3,560
-41% -$342K ﹤0.01% 1280
2024
Q3 		$822K Sell
8,610
-25,301
-75% -$2.33M ﹤0.01% 972
2024
Q2 		$2.99M Sell
33,911
-22,095
-39% -$1.95M 0.01% 520
2024
Q1 		$5.07M Buy
56,006
+45,766
+447% +$3.94M 0.02% 371
2023
Q4 		$864K Buy
10,240
+1,355
+15% +$106K ﹤0.01% 835
2023
Q3 		$663K Buy
+8,885
New +$697K ﹤0.01% 874

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 $376B 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 $6.52B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return