Ken Griffin
IUSV icon

Ken Griffin’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ken Griffin’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
-11,895
Closed -$1.21M – 13364
2025
Q3 		$1.19M Buy
11,895
+3,843
+48% +$374K ﹤0.01% 7162
2025
Q2 		$762K Sell
8,052
-62,007
-89% -$5.6M ﹤0.01% 7671
2025
Q1 		$6.47M Buy
70,059
+42,185
+151% +$3.96M ﹤0.01% 3480
2024
Q4 		$2.58M Buy
27,874
+12,657
+83% +$1.22M ﹤0.01% 5111
2024
Q3 		$1.45M Buy
15,217
+8,504
+127% +$782K ﹤0.01% 6121
2024
Q2 		$592K Buy
+6,713
New +$592K ﹤0.01% 7707
2024
Q1 		– Sell
-24,162
Closed -$2.04M – 15021
2023
Q4 		$2.04M Buy
+24,162
New +$1.88M ﹤0.01% 5318
2023
Q2 		– Sell
-6,590
Closed -$486K – 14790
2023
Q1 		$486K Sell
6,590
-16,064
-71% -$1.18M ﹤0.01% 8381
2022
Q4 		$1.6M Buy
22,654
+18,982
+517% +$1.32M ﹤0.01% 5899
2022
Q3 		$230K Buy
+3,672
New +$253K ﹤0.01% 10115
2022
Q2 		– Sell
-14,951
Closed -$1.13M – 13482
2022
Q1 		$1.13M Buy
+14,951
New +$1.12M ﹤0.01% 7423
2021
Q3 		– Sell
-7,620
Closed -$548K – 14224
2021
Q2 		$548K Buy
+7,620
New +$548K ﹤0.01% 9866
2018
Q3 		– Sell
-128,884
Closed -$6.92M – 9458
2018
Q2 		$6.92M Buy
+128,884
New +$6.95M ﹤0.01% 2353
2018
Q1 		– Sell
-113,424
Closed -$6.29M – 8520
2017
Q4 		$6.29M Buy
+113,424
New +$6.1M ﹤0.01% 2202
2017
Q3 		– Sell
-17,484
Closed -$891K – 7762
2017
Q2 		$891K Buy
+17,484
New +$883K ﹤0.01% 4249
2016
Q2 		– Sell
-8,514
Closed -$365K – 7084
2016
Q1 		$365K Sell
8,514
-88,515
-91% -$3.59M ﹤0.01% 4834
2015
Q4 		$4.12M Buy
+97,029
New +$4.18M ﹤0.01% 1994
2015
Q2 		– Sell
-8,061
Closed -$363K – 8891
2015
Q1 		$363K Buy
+8,061
New +$363K ﹤0.01% 5389

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
S
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
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

Ken Griffin's IUSV Position: Q4 2025 in Review

Ken Griffin sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 11,895 shares — an estimated $1.21M sold.

Ken Griffin first reported a position in IUSV in Q1 2015 and held it in 18 quarters. The position peaked at $6.92M in Q2 2018. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Ken Griffin reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Ken Griffin sold 11,895 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $1.21M.
  • Ken Griffin first reported a position in iShares Core S&P US Value ETF in Q1 2015 and held it in 18 quarters.
  • Ken Griffin's iShares Core S&P US Value ETF position peaked at $6.92M in Q2 2018.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.