Global Financial Private Client’s iShares Core S&P US Value ETF IUSV Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-106	Closed	-$9.78K	–	892
2025 Q1	$9.78K	Hold	106	–	–	﹤0.01%	581
2024 Q4	$9.81K	Hold	106	–	–	﹤0.01%	556
2024 Q3	$10.1K	Hold	106	–	–	﹤0.01%	550
2024 Q2	$9.34K	Hold	106	–	–	﹤0.01%	452
2024 Q1	$9.53K	Hold	106	–	–	﹤0.01%	466
2023 Q4	$8.94K	Hold	106	–	–	﹤0.01%	470
2023 Q3	$7.86K	Hold	106	–	–	﹤0.01%	467
2023 Q2	$8.32K	Buy	+106	New	+$7.92K	﹤0.01%	461

Other funds holding IUSV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

Global Financial Private Client's IUSV Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 106 shares — an estimated $9.78K sold.

Global Financial Private Client first reported a position in IUSV in Q2 2023 and held it in 8 quarters. The position peaked at $10.1K in Q3 2024. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

Global Financial Private Client reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 106 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $9.78K.
Global Financial Private Client first reported a position in iShares Core S&P US Value ETF in Q2 2023 and held it in 8 quarters.
Global Financial Private Client's iShares Core S&P US Value ETF position peaked at $10.1K in Q3 2024.
727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.