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Live Oak Investment Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Live Oak Investment Partners’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 		– Sell
-4,440
Closed -$410K – 87
2025
Q1 		$410K Buy
+4,440
New +$417K 0.32% 64
2024
Q4 		– Hold
0
– – – 65
2024
Q3 		– Hold
0
– – – 69
2024
Q2 		– Hold
0
– – – 132
2023
Q4 		– Hold
0
– – – 233
2023
Q3 		– Hold
0
– – – 236
2023
Q2 		– Hold
0
– – – 233
2023
Q1 		– Hold
0
– – – 219
2022
Q4 		– Hold
0
– – – 243

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 $16.4B AUM 25.17% 1-Year Est. Return

Live Oak Investment Partners's IUSV Position: Q2 2025 in Review

Live Oak Investment Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 4,440 shares — an estimated $410K sold.

Live Oak Investment Partners first reported a position in IUSV in Q1 2025 and held it in 1 quarter. The position peaked at $410K in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Live Oak Investment Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Live Oak Investment Partners sold 4,440 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $410K.
  • Live Oak Investment Partners first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 1 quarter.
  • Live Oak Investment Partners's iShares Core S&P US Value ETF position peaked at $410K in Q1 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Live Oak Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.