Long Run Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Long Run Wealth Advisors’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	$214K	Buy	2,084 +11	+0.5%	+$1.11K	0.04%	103
2025 Q3	$207K	Buy	+2,073	New	+$202K	0.04%	105
2024 Q4	–	Sell	-2,193	Closed	-$209K	–	107
2024 Q3	$209K	Buy	+2,193	New	+$202K	0.05%	98
2023 Q2	–	Sell	-7,713	Closed	-$569K	–	97
2023 Q1	$569K	Sell	7,713 -107,744	-93%	-$7.93M	0.19%	71
2022 Q4	$8.15M	Buy	115,457 +2,588	+2%	+$180K	2.93%	11
2022 Q3	$7.07M	Buy	+112,869	New	+$7.79M	2.8%	11

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Long Run Wealth Advisors's IUSV Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.53% in Q4 2025, buying an estimated $1.11K and bringing the position to 2,084 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #103.

Long Run Wealth Advisors first reported a position in IUSV in Q3 2022 and has held it in 6 quarters since. The position peaked at $8.15M in Q4 2022. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

Long Run Wealth Advisors held 2,084 shares of iShares Core S&P US Value ETF worth $214K as of Q4 2025.
Long Run Wealth Advisors bought 11 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $1.11K.
iShares Core S&P US Value ETF made up 0.04% of Long Run Wealth Advisors's portfolio in Q4 2025, its #103 holding.
Long Run Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2022 and has held it in 6 quarters since.
Long Run Wealth Advisors's iShares Core S&P US Value ETF position peaked at $8.15M in Q4 2022.
796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.