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MB Generational Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

MB Generational Wealth’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
Q1 		$201K Hold
2,181
– – 0.15% 50
2024
Q4 		$202K Hold
2,181
– – 0.15% 48
2024
Q3 		$208K Buy
+2,181
New +$201K 0.15% 56

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MB Generational Wealth's IUSV Position: Q1 2025 in Review

MB Generational Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2025 at 2,181 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #50.

MB Generational Wealth first reported a position in IUSV in Q3 2024 and has held it in 3 quarters since. The position peaked at $208K in Q3 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • MB Generational Wealth held 2,181 shares of iShares Core S&P US Value ETF worth $201K as of Q1 2025.
  • MB Generational Wealth left its iShares Core S&P US Value ETF share count unchanged in Q1 2025.
  • iShares Core S&P US Value ETF made up 0.15% of MB Generational Wealth's portfolio in Q1 2025, its #50 holding.
  • MB Generational Wealth first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 3 quarters since.
  • MB Generational Wealth's iShares Core S&P US Value ETF position peaked at $208K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on MB Generational Wealth's 13F filing for Q1 2025, filed 2 May 2025.