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Mowery & Schoenfeld Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mowery & Schoenfeld Wealth 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
Q2 		– Sell
-953
Closed -$88K – 428
2025
Q1 		$88K Buy
+953
New +$89.4K 0.17% 87

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 $7.49B AUM 24.82% 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

Mowery & Schoenfeld Wealth Management's IUSV Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 953 shares — an estimated $88K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IUSV in Q1 2025 and held it in 1 quarter. The position peaked at $88K in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 953 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $88K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares Core S&P US Value ETF position peaked at $88K in Q1 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.