GEA
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Glen Eagle Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Glen Eagle Advisors’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 		$8.38K Hold
82
– – ﹤0.01% 694
2025
Q4 		$8.41K Sell
82
-47
-36% -$4.77K ﹤0.01% 715
2025
Q3 		$12.9K Buy
129
+47
+57% +$4.58K ﹤0.01% 646
2025
Q2 		$7.76K Hold
82
– – ﹤0.01% 683
2025
Q1 		$7.57K Buy
+82
New +$7.7K ﹤0.01% 686
2024
Q3 		– Sell
-80
Closed -$7.05K – 1176
2024
Q2 		$7.05K Buy
80
+40
+100% +$3.53K ﹤0.01% 705
2024
Q1 		$3.62K Sell
40
-40
-50% -$3.44K ﹤0.01% 818
2023
Q4 		$6.75K Hold
80
– – ﹤0.01% 694
2023
Q3 		$5.97K Hold
80
– – ﹤0.01% 699
2023
Q2 		$6.26K Hold
80
– – ﹤0.01% 706
2023
Q1 		$5.9K Buy
+80
New +$5.89K ﹤0.01% 694

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