Foundry Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Foundry Financial 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	$8.22M	Buy	80,426 +1,508	+2%	+$158K	4.08%	9
2025 Q4	$8.09M	Buy	78,918 +2,168	+3%	+$220K	4.05%	9
2025 Q3	$7.67M	Buy	76,750 +976	+1%	+$95K	4.03%	9
2025 Q2	$7.17M	Buy	75,774 +1,097	+1%	+$99K	4.08%	8
2025 Q1	$6.89M	Sell	74,677 -1,045	-1%	-$98.1K	4.24%	7
2024 Q4	$7.01M	Sell	75,722 -607	-0.8%	-$58.4K	4.34%	7
2024 Q3	$7.29M	Sell	76,329 -2,764	-3%	-$254K	4.55%	7
2024 Q2	$6.97M	Sell	79,093 -51,808	-40%	-$4.57M	4.8%	7
2024 Q1	$11.8M	Buy	130,901 +2,733	+2%	+$235K	8.45%	1
2023 Q4	$10.8M	Buy	+128,168	New	+$9.98M	9.16%	1

Other funds holding IUSV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return