GM
IUSV icon

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

GeoWealth 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
-365
Closed -$34.5K – 993
2025
Q2 		$34.5K Sell
365
-838
-70% -$75.6K ﹤0.01% 998
2025
Q1 		$111K Buy
1,203
+451
+60% +$42.3K ﹤0.01% 769
2024
Q4 		$69.6K Sell
752
-390
-34% -$37.5K ﹤0.01% 1056
2024
Q3 		$109K Buy
+1,142
New +$105K ﹤0.01% 875

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

GeoWealth Management's IUSV Position: Q3 2025 in Review

GeoWealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 365 shares — an estimated $34.5K sold.

GeoWealth Management first reported a position in IUSV in Q3 2024 and held it in 4 quarters. The position peaked at $111K in Q1 2025. 749 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • GeoWealth Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 365 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $34.5K.
  • GeoWealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's iShares Core S&P US Value ETF position peaked at $111K in Q1 2025.
  • 749 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.