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Greenwood Gearhart’s iShares Core S&P US Value ETF IUSV Stock Holding History

Greenwood Gearhart’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
Q1 		– Sell
-2,899
Closed -$268K – 117
2024
Q4 		$268K Buy
+2,899
New +$279K 0.02% 117
2024
Q1 		– Sell
-1,750
Closed -$148K – 187
2023
Q4 		$148K Buy
+1,750
New +$136K 0.02% 114
2022
Q4 		– Sell
-3,344
Closed -$209K – 99
2022
Q3 		$209K Buy
+3,344
New +$231K 0.03% 91

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 $377B 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Greenwood Gearhart's IUSV Position: Q1 2025 in Review

Greenwood Gearhart sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 2,899 shares — an estimated $268K sold.

Greenwood Gearhart first reported a position in IUSV in Q3 2022 and held it in 3 quarters. The position peaked at $268K in Q4 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Greenwood Gearhart reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • Greenwood Gearhart sold 2,899 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $268K.
  • Greenwood Gearhart first reported a position in iShares Core S&P US Value ETF in Q3 2022 and held it in 3 quarters.
  • Greenwood Gearhart's iShares Core S&P US Value ETF position peaked at $268K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.