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Nikulski Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Nikulski Financial’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
-2,657
Closed -$266K – 173
2025
Q3 		$266K Sell
2,657
-500
-16% -$48.7K 0.07% 137
2025
Q2 		$299K Sell
3,157
-400
-11% -$36.1K 0.08% 124
2025
Q1 		$328K Sell
3,557
-425
-11% -$39.9K 0.1% 106
2024
Q4 		$369K Hold
3,982
– – 0.11% 97
2024
Q3 		$380K Sell
3,982
-175
-4% -$16.1K 0.11% 93
2024
Q2 		$366K Hold
4,157
– – 0.12% 97
2024
Q1 		$376K Sell
4,157
-244
-6% -$21K 0.12% 98
2023
Q4 		$371K Sell
4,401
-50
-1% -$3.89K 0.14% 99
2023
Q3 		$332K Sell
4,451
-82
-2% -$6.44K 0.14% 101
2023
Q2 		$355K Buy
4,533
+216
+5% +$16.1K 0.15% 97
2023
Q1 		$319K Buy
+4,317
New +$318K 0.14% 103

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 22.96% 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

Nikulski Financial's IUSV Position: Q4 2025 in Review

Nikulski Financial sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 2,657 shares — an estimated $266K sold.

Nikulski Financial first reported a position in IUSV in Q1 2023 and held it in 11 quarters. The position peaked at $380K in Q3 2024. 798 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Nikulski Financial reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Nikulski Financial sold 2,657 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $266K.
  • Nikulski Financial first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 11 quarters.
  • Nikulski Financial's iShares Core S&P US Value ETF position peaked at $380K in Q3 2024.
  • 798 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Nikulski Financial's 13F filing for Q4 2025, filed 15 Jan 2026.