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Hexagon Capital Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hexagon Capital Partners’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
-82
Closed -$7.57K – 890
2025
Q1 		$7.57K Hold
82
– – ﹤0.01% 1053
2024
Q4 		$7.59K Buy
+82
New +$7.89K ﹤0.01% 1091
2022
Q2 		– Sell
-84
Closed -$6K – 1213
2022
Q1 		$6K Buy
+84
New +$6.3K ﹤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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
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

Hexagon Capital Partners's IUSV Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 82 shares — an estimated $7.57K sold.

Hexagon Capital Partners first reported a position in IUSV in Q1 2022 and held it in 3 quarters. The position peaked at $7.59K in Q4 2024. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Hexagon Capital Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 82 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $7.57K.
  • Hexagon Capital Partners first reported a position in iShares Core S&P US Value ETF in Q1 2022 and held it in 3 quarters.
  • Hexagon Capital Partners's iShares Core S&P US Value ETF position peaked at $7.59K in Q4 2024.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.