LCM
IUSV icon

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

Logan Capital 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 		– Sell
-13
Closed -$1.3K – 380
2025
Q3 		$1.3K Hold
13
– – ﹤0.01% 414
2025
Q2 		$1.23K Hold
13
– – ﹤0.01% 412
2025
Q1 		$1.2K Hold
13
– – ﹤0.01% 502
2024
Q4 		$1.2K Buy
+13
New +$1.25K ﹤0.01% 476

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
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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Logan Capital Management's IUSV Position: Q4 2025 in Review

Logan Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 13 shares — an estimated $1.3K sold.

Logan Capital Management first reported a position in IUSV in Q4 2024 and held it in 4 quarters. The position peaked at $1.3K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Logan Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 13 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $1.3K.
  • Logan Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 4 quarters.
  • Logan Capital Management's iShares Core S&P US Value ETF position peaked at $1.3K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.