HL
IUSV icon

HeadInvest LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

HeadInvest LLC’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 		$273K Hold
2,673
– – 0.06% 192
2025
Q4 		$274K Hold
2,673
– – 0.05% 190
2025
Q3 		$267K Hold
2,673
– – 0.06% 192
2025
Q2 		$253K Hold
2,673
– – 0.05% 194
2025
Q1 		$247K Hold
2,673
– – 0.05% 211
2024
Q4 		$247K Hold
2,673
– – 0.05% 207
2024
Q3 		$255K Hold
2,673
– – 0.05% 204
2024
Q2 		$236K Hold
2,673
– – 0.05% 207
2024
Q1 		$242K Hold
2,673
– – 0.05% 211
2023
Q4 		$225K Buy
2,673
+68
+3% +$5.3K 0.05% 211
2023
Q3 		$193K Hold
2,605
– – 0.04% 221
2023
Q2 		$207K Buy
+2,605
New +$195K 0.04% 219

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