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IUSV icon

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $6.52B AUM 20.48% 1-Year Est. Return
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