MLA
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MB, Levis & Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

MB, Levis & 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
-24
Closed -$2.2K – 273
2025
Q1 		$2.2K Hold
24
– – ﹤0.01% 249
2024
Q4 		$2.2K Hold
24
– – ﹤0.01% 259
2024
Q3 		$2.26K Buy
24
+1
+4% +$92 ﹤0.01% 255
2024
Q2 		$2.07K Hold
23
– – ﹤0.01% 256
2024
Q1 		$2.11K Hold
23
– – ﹤0.01% 253
2023
Q4 		$1.96K Hold
23
– – ﹤0.01% 246
2023
Q3 		$1.72K Hold
23
– – ﹤0.01% 250
2023
Q2 		$1.8K Hold
23
– – ﹤0.01% 250
2023
Q1 		$1.7K Buy
+23
New +$1.69K ﹤0.01% 250

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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

MB, Levis & Associates's IUSV Position: Q2 2025 in Review

MB, Levis & Associates sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 24 shares — an estimated $2.2K sold.

MB, Levis & Associates first reported a position in IUSV in Q1 2023 and held it in 9 quarters. The position peaked at $2.26K in Q3 2024. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • MB, Levis & Associates reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 24 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $2.2K.
  • MB, Levis & Associates first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 9 quarters.
  • MB, Levis & Associates's iShares Core S&P US Value ETF position peaked at $2.26K in Q3 2024.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.