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

Evanson Asset Management’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
Q3 		– Sell
-2,513
Closed -$238K – 332
2025
Q2 		$238K Buy
2,513
+12
+0.5% +$1.08K 0.01% 298
2025
Q1 		$231K Buy
2,501
+10
+0.4% +$938 0.02% 282
2024
Q4 		$231K Hold
2,491
– – 0.02% 282
2024
Q3 		$238K Buy
2,491
+15
+0.6% +$1.38K 0.02% 281
2024
Q2 		$218K Buy
2,476
+12
+0.5% +$1.06K 0.02% 276
2024
Q1 		$223K Buy
2,464
+12
+0.5% +$1.03K 0.02% 280
2023
Q4 		$207K Buy
+2,452
New +$191K 0.02% 276
2019
Q2 		– Sell
-5,186
Closed -$284K – 245
2019
Q1 		$284K Sell
5,186
-1,175
-18% -$62.8K 0.06% 184
2018
Q4 		$312K Buy
6,361
+64
+1% +$3.4K 0.07% 164
2018
Q3 		$355K Buy
6,297
+38
+0.6% +$2.12K 0.07% 162
2018
Q2 		$336K Buy
+6,259
New +$337K 0.07% 178

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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 $5.16B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Asset Management's IUSV Position: Q3 2025 in Review

Evanson Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 2,513 shares — an estimated $238K sold.

Evanson Asset Management first reported a position in IUSV in Q2 2018 and held it in 11 quarters. The position peaked at $355K in Q3 2018. 749 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Evanson Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • Evanson Asset Management sold 2,513 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $238K.
  • Evanson Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2018 and held it in 11 quarters.
  • Evanson Asset Management's iShares Core S&P US Value ETF position peaked at $355K in Q3 2018.
  • 749 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Evanson Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.