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Financial & Tax Architects’s iShares Core S&P US Value ETF IUSV Stock Holding History

Financial & Tax Architects’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 		– Sell
-7,774
Closed -$777K – 110
2025
Q3 		$777K Buy
+7,774
New +$757K 0.17% 82

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $5.16B AUM 18.64% 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

Financial & Tax Architects's IUSV Position: Q4 2025 in Review

Financial & Tax Architects sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 7,774 shares — an estimated $777K sold.

Financial & Tax Architects first reported a position in IUSV in Q3 2025 and held it in 1 quarter. The position peaked at $777K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Financial & Tax Architects reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 7,774 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $777K.
  • Financial & Tax Architects first reported a position in iShares Core S&P US Value ETF in Q3 2025 and held it in 1 quarter.
  • Financial & Tax Architects's iShares Core S&P US Value ETF position peaked at $777K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Financial & Tax Architects's 13F filing for Q4 2025, filed 21 Jan 2026.