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New Republic Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

New Republic Capital’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
-714
Closed -$71.4K – 378
2025
Q3 		$71.4K Hold
714
– – 0.02% 222
2025
Q2 		$67.6K Hold
714
– – 0.02% 206
2025
Q1 		$65.9K Hold
714
– – 0.03% 194
2024
Q4 		$66.1K Buy
+714
New +$68.7K 0.04% 188
2023
Q3 		– Sell
-1,445
Closed -$113K – 232
2023
Q2 		$113K Hold
1,445
– – 0.08% 154
2023
Q1 		$107K Buy
+1,445
New +$106K 0.08% 148

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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 $5.16B AUM 18.64% 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

New Republic Capital's IUSV Position: Q4 2025 in Review

New Republic Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 714 shares — an estimated $71.4K sold.

New Republic Capital first reported a position in IUSV in Q1 2023 and held it in 6 quarters. The position peaked at $113K in Q2 2023. 801 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • New Republic Capital reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • New Republic Capital sold 714 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $71.4K.
  • New Republic Capital first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 6 quarters.
  • New Republic Capital's iShares Core S&P US Value ETF position peaked at $113K in Q2 2023.
  • 801 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on New Republic Capital's 13F filing for Q4 2025, filed 10 Feb 2026.