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Northeast Planning Associates NH’s iShares Core S&P US Value ETF IUSV Stock Holding History

Northeast Planning Associates NH’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
Q1 		– Sell
-2,728
Closed -$253K – 51
2024
Q4 		$253K Buy
+2,728
New +$262K 0.26% 41

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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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Northeast Planning Associates NH's IUSV Position: Q1 2025 in Review

Northeast Planning Associates NH sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 2,728 shares — an estimated $253K sold.

Northeast Planning Associates NH first reported a position in IUSV in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Northeast Planning Associates NH reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 2,728 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $253K.
  • Northeast Planning Associates NH first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 1 quarter.
  • Northeast Planning Associates NH's iShares Core S&P US Value ETF position peaked at $253K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Northeast Planning Associates NH's 13F filing for Q1 2025, filed 5 May 2025.