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MMA Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

MMA Asset Management’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
-37
Closed -$3.65K – 240
2025
Q3 		$3.65K Buy
+37
New +$3.6K ﹤0.01% 281
2024
Q2 		– Sell
-35
Closed -$3.21K – 177
2024
Q1 		$3.21K Buy
+35
New +$3.01K ﹤0.01% 240

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
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
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
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

MMA Asset Management's IUSV Position: Q4 2025 in Review

MMA Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 37 shares — an estimated $3.65K sold.

MMA Asset Management first reported a position in IUSV in Q1 2024 and held it in 2 quarters. The position peaked at $3.65K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • MMA Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 37 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $3.65K.
  • MMA Asset Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and held it in 2 quarters.
  • MMA Asset Management's iShares Core S&P US Value ETF position peaked at $3.65K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.