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

Lindbrook Capital’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 Q1	$21.8K	Hold	236	–	–	﹤0.01%	1313
2024 Q4	$21.9K	Hold	236	–	–	﹤0.01%	1235
2024 Q3	$22.5K	Hold	236	–	–	﹤0.01%	1229
2024 Q2	$20.8K	Hold	236	–	–	﹤0.01%	1225
2024 Q1	$21.3K	Hold	236	–	–	﹤0.01%	1180
2023 Q4	$19.9K	Hold	236	–	–	﹤0.01%	1175
2023 Q3	$17.6K	Hold	236	–	–	﹤0.01%	1118
2023 Q2	$18.5K	Hold	236	–	–	﹤0.01%	1136
2023 Q1	$17.4K	Hold	236	–	–	﹤0.01%	1144
2022 Q4	$16.7K	Hold	236	–	–	﹤0.01%	1160
2022 Q3	$15K	Hold	236	–	–	﹤0.01%	1133
2022 Q2	$16K	Hold	236	–	–	﹤0.01%	1062
2022 Q1	$18K	Hold	236	–	–	﹤0.01%	1047
2021 Q4	$18K	Buy	+236	New	+$17.5K	﹤0.01%	1053

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

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

Lindbrook Capital's IUSV Position: Q1 2025 in Review

Lindbrook Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2025 at 236 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Lindbrook Capital first reported a position in IUSV in Q4 2021 and has held it in 14 quarters since. The position peaked at $22.5K in Q3 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

Lindbrook Capital held 236 shares of iShares Core S&P US Value ETF worth $21.8K as of Q1 2025.
Lindbrook Capital left its iShares Core S&P US Value ETF share count unchanged in Q1 2025.
iShares Core S&P US Value ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1313 holding.
Lindbrook Capital first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's iShares Core S&P US Value ETF position peaked at $22.5K in Q3 2024.
732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.