Joel Isaacson & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

Joel Isaacson & Co’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 Q4	–	Sell	-3,554	Closed	-$355K	–	468
2025 Q3	$355K	Hold	3,554	–	–	0.01%	318
2025 Q2	$336K	Hold	3,554	–	–	0.01%	309
2025 Q1	$328K	Hold	3,554	–	–	0.01%	296
2024 Q4	$329K	Buy	3,554 +9	+0.3%	+$866	0.01%	284
2024 Q3	$339K	Hold	3,545	–	–	0.02%	271
2024 Q2	$312K	Hold	3,545	–	–	0.02%	270
2024 Q1	$321K	Buy	+3,545	New	+$305K	0.02%	268

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Joel Isaacson & Co's IUSV Position: Q4 2025 in Review

Joel Isaacson & Co sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 3,554 shares — an estimated $355K sold.

Joel Isaacson & Co first reported a position in IUSV in Q1 2024 and held it in 7 quarters. The position peaked at $355K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

Joel Isaacson & Co reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
Joel Isaacson & Co sold 3,554 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $355K.
Joel Isaacson & Co first reported a position in iShares Core S&P US Value ETF in Q1 2024 and held it in 7 quarters.
Joel Isaacson & Co's iShares Core S&P US Value ETF position peaked at $355K in Q3 2025.
796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Joel Isaacson & Co's 13F filing for Q4 2025, filed 30 Jan 2026.