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Iron Horse Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Iron Horse Wealth Management’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 		$8.58K Buy
91
+83
+1,038% +$7.49K ﹤0.01% 308
2025
Q1 		$703 Hold
8
– – ﹤0.01% 539
2024
Q4 		$703 Hold
8
– – ﹤0.01% 452
2024
Q3 		$720 Hold
8
– – ﹤0.01% 456
2024
Q2 		$661 Buy
8
+1
+14% +$88 ﹤0.01% 434
2024
Q1 		$675 Hold
7
– – ﹤0.01% 423
2023
Q4 		$626 Hold
7
– – ﹤0.01% 448
2023
Q3 		$548 Hold
7
– – ﹤0.01% 463
2023
Q2 		$575 Hold
7
– – ﹤0.01% 281
2023
Q1 		$540 Hold
7
– – ﹤0.01% 317
2022
Q4 		$1K Buy
+7
New +$487 ﹤0.01% 220
2022
Q2 		– Sell
-2
Closed – – 287
2022
Q1 		$0 Hold
2
– – ﹤0.01% 242
2021
Q4 		$0 Hold
2
– – ﹤0.01% 231
2021
Q3 		$0 Hold
2
– – ﹤0.01% 220
2021
Q2 		$0 Hold
2
– – ﹤0.01% 199
2021
Q1 		$0 Hold
2
– – ﹤0.01% 191
2020
Q4 		$0 Buy
+2
New +$117 ﹤0.01% 179

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 $8.74B AUM 14.62% 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
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Iron Horse Wealth Management's IUSV Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1,038% in Q2 2025, buying an estimated $7.49K and bringing the position to 91 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Iron Horse Wealth Management first reported a position in IUSV in Q4 2020 and has held it in 17 quarters since. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Iron Horse Wealth Management held 91 shares of iShares Core S&P US Value ETF worth $8.58K as of Q2 2025.
  • Iron Horse Wealth Management bought 83 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $7.49K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #308 holding.
  • Iron Horse Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 17 quarters since.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.