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Impact Partnership Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-5,247
Closed -$497K – 346
2025
Q2 		$497K Sell
5,247
-984
-16% -$88.8K 0.09% 139
2025
Q1 		$575K Buy
6,231
+790
+15% +$74.1K 0.12% 93
2024
Q4 		$504K Buy
+5,441
New +$523K 0.1% 125
2023
Q3 		– Sell
-72
Closed -$5.63K – 1115
2023
Q2 		$5.63K Buy
+72
New +$5.38K ﹤0.01% 485

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Impact Partnership Wealth's IUSV Position: Q3 2025 in Review

Impact Partnership Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 5,247 shares — an estimated $497K sold.

Impact Partnership Wealth first reported a position in IUSV in Q2 2023 and held it in 4 quarters. The position peaked at $575K in Q1 2025. 748 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Impact Partnership Wealth reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,247 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $497K.
  • Impact Partnership Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's iShares Core S&P US Value ETF position peaked at $575K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.