Main Street Financial Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Main Street Financial Solutions’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	$12.1M	Sell	117,673 -633	-0.5%	-$64.2K	0.9%	22
2025 Q3	$11.8M	Buy	118,306 +6,809	+6%	+$663K	0.76%	28
2025 Q2	$10.6M	Buy	111,497 +16,777	+18%	+$1.51M	0.77%	30
2025 Q1	$8.74M	Sell	94,720 -2,440	-3%	-$229K	0.76%	29
2024 Q4	$9M	Buy	97,160 +6,202	+7%	+$597K	0.89%	23
2024 Q3	$8.69M	Buy	90,958 +5,518	+6%	+$507K	0.8%	26
2024 Q2	$7.53M	Buy	85,440 +13,946	+20%	+$1.23M	0.71%	29
2024 Q1	$6.47M	Buy	+71,494	New	+$6.15M	0.69%	31

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 $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Main Street Financial Solutions's IUSV Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.54% in Q4 2025, selling an estimated $64.2K and leaving 117,673 shares worth $12.1M. The position accounts for 0.9% of the portfolio, ranked #22.

Main Street Financial Solutions first reported a position in IUSV in Q1 2024 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

Main Street Financial Solutions held 117,673 shares of iShares Core S&P US Value ETF worth $12.1M as of Q4 2025.
Main Street Financial Solutions sold 633 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $64.2K.
iShares Core S&P US Value ETF made up 0.9% of Main Street Financial Solutions's portfolio in Q4 2025, its #22 holding.
Main Street Financial Solutions first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 8 quarters since.
796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.