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IUSV icon

NBC Securities’s iShares Core S&P US Value ETF IUSV Stock Holding History

NBC Securities’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
2026
Q1 		$40.9K Hold
400
– – ﹤0.01% 1396
2025
Q4 		$41K Hold
400
– – ﹤0.01% 1436
2025
Q3 		$40K Sell
400
-202
-34% -$19.7K ﹤0.01% 1417
2025
Q2 		$56K Hold
602
– – ﹤0.01% 1269
2025
Q1 		$55K Buy
+602
New +$56.5K ﹤0.01% 1131
2024
Q4 		– Sell
-602
Closed -$57K – 1676
2024
Q3 		$57K Hold
602
– – ﹤0.01% 1137
2024
Q2 		$53K Hold
602
– – ﹤0.01% 1125
2024
Q1 		$54K Sell
602
-72
-11% -$6.2K 0.01% 1115
2023
Q4 		$56K Hold
674
– – 0.01% 1094
2023
Q3 		$50K Buy
+674
New +$52.9K 0.01% 1133

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Morgan Stanley
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Jones Financial Companies
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return