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

Marshall & Sterling 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 		– Sell
-284
Closed -$28.4K – 491
2025
Q3 		$28.4K Hold
284
– – 0.02% 237
2025
Q2 		$26.9K Hold
284
– – 0.02% 232
2025
Q1 		$26.2K Buy
+284
New +$26.7K 0.02% 230

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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 $5.16B AUM 18.64% 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

Marshall & Sterling Wealth Advisors's IUSV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 284 shares — an estimated $28.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in IUSV in Q1 2025 and held it in 3 quarters. The position peaked at $28.4K in Q3 2025. 801 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 284 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $28.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's iShares Core S&P US Value ETF position peaked at $28.4K in Q3 2025.
  • 801 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.