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

Litman Gregory 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
Q4 		$1.36M Buy
13,253
+100
+0.8% +$10.1K 0.1% 74
2025
Q3 		$1.31M Sell
13,153
-145
-1% -$14.1K 0.1% 70
2025
Q2 		$1.26M Hold
13,298
– – 0.1% 68
2025
Q1 		$1.23M Sell
13,298
-813
-6% -$76.3K 0.11% 69
2024
Q4 		$1.31M Sell
14,111
-1,364
-9% -$131K 0.11% 61
2024
Q3 		$1.48M Hold
15,475
– – 0.12% 61
2024
Q2 		$1.36M Buy
15,475
+1,339
+9% +$118K 0.12% 63
2024
Q1 		$1.28M Buy
14,136
+875
+7% +$75.3K 0.12% 64
2023
Q4 		$1.12M Sell
13,261
-658
-5% -$51.2K 0.11% 66
2023
Q3 		$1.04M Hold
13,919
– – 0.11% 68
2023
Q2 		$1.09M Buy
+13,919
New +$1.04M 0.14% 44
2023
Q1 		– Sell
-16,830
Closed -$1.19M – 67
2022
Q4 		$1.19M Buy
16,830
+11,315
+205% +$787K 0.17% 40
2022
Q3 		$345K Buy
+5,515
New +$381K 0.06% 57
2021
Q2 		– Sell
-1,359
Closed -$94K – 123
2021
Q1 		$94K Hold
1,359
– – 0.02% 77
2020
Q4 		$85K Hold
1,359
– – 0.02% 80
2020
Q3 		$74K Hold
1,359
– – 0.02% 80
2020
Q2 		$71K Hold
1,359
– – 0.02% 80
2020
Q1 		$63K Hold
1,359
– – 0.02% 74
2019
Q4 		$86K Hold
1,359
– – 0.02% 80
2019
Q3 		$79K Hold
1,359
– – 0.02% 68
2019
Q2 		$77K Hold
1,359
– – 0.02% 72
2019
Q1 		$75K Hold
1,359
– – 0.02% 60
2018
Q4 		$67K Hold
1,359
– – 0.02% 65
2018
Q3 		$77K Hold
1,359
– – 0.03% 54
2018
Q2 		$72K Hold
1,359
– – 0.03% 49
2018
Q1 		$72K Buy
+1,359
New +$75.3K 0.03% 73

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
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

Litman Gregory Wealth Management's IUSV Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.76% in Q4 2025, buying an estimated $10.1K and bringing the position to 13,253 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #74.

Litman Gregory Wealth Management first reported a position in IUSV in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.48M in Q3 2024. 798 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Litman Gregory Wealth Management held 13,253 shares of iShares Core S&P US Value ETF worth $1.36M as of Q4 2025.
  • Litman Gregory Wealth Management bought 100 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $10.1K.
  • iShares Core S&P US Value ETF made up 0.1% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #74 holding.
  • Litman Gregory Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2018 and has held it in 26 quarters since.
  • Litman Gregory Wealth Management's iShares Core S&P US Value ETF position peaked at $1.48M in Q3 2024.
  • 798 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.