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Fielder Capital Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fielder Capital 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
2026
Q1 		– Sell
-2,915
Closed -$299K – 302
2025
Q4 		$299K Sell
2,915
-981
-25% -$99.5K 0.06% 189
2025
Q3 		$389K Hold
3,896
– – 0.09% 136
2025
Q2 		$369K Sell
3,896
-53
-1% -$4.78K 0.1% 133
2025
Q1 		$364K Hold
3,949
– – 0.11% 128
2024
Q4 		$366K Sell
3,949
-2,500
-39% -$240K 0.11% 124
2024
Q3 		$616K Buy
6,449
+2,395
+59% +$220K 0.2% 79
2024
Q2 		$357K Hold
4,054
– – 0.14% 103
2024
Q1 		$367K Hold
4,054
– – 0.16% 92
2023
Q4 		$342K Buy
+4,054
New +$316K 0.21% 84

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