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Marino Stram & Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

Marino Stram & Associates’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
-2,956
Closed -$273K – 177
2025
Q1 		$273K Hold
2,956
– – 0.06% 140
2024
Q4 		$274K Buy
2,956
+54
+2% +$5.19K 0.06% 141
2024
Q3 		$277K Buy
+2,902
New +$267K 0.06% 144

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 $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

Marino Stram & Associates's IUSV Position: Q2 2025 in Review

Marino Stram & Associates sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 2,956 shares — an estimated $273K sold.

Marino Stram & Associates first reported a position in IUSV in Q3 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Marino Stram & Associates reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Marino Stram & Associates sold 2,956 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $273K.
  • Marino Stram & Associates first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 3 quarters.
  • Marino Stram & Associates's iShares Core S&P US Value ETF position peaked at $277K in Q3 2024.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Marino Stram & Associates's 13F filing for Q2 2025, filed 18 Jul 2025.