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Northwest Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Northwest Capital Management’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
-136
Closed -$13.6K – 160
2025
Q3 		$13.6K Sell
136
-307
-69% -$29.9K 0.01% 182
2025
Q2 		$41.9K Hold
443
– – 0.02% 175
2025
Q1 		$40.9K Hold
443
– – 0.02% 203
2024
Q4 		$41K Hold
443
– – 0.02% 201
2024
Q3 		$42.3K Hold
443
– – 0.02% 202
2024
Q2 		$39K Sell
443
-188
-30% -$16.6K 0.01% 200
2024
Q1 		$57.1K Hold
631
– – 0.02% 213
2023
Q4 		$53.2K Hold
631
– – 0.02% 214
2023
Q3 		$47.1K Hold
631
– – 0.02% 212
2023
Q2 		$49.4K Buy
+631
New +$47.1K 0.02% 210

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 $377B 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 $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 $5.8B AUM 14.71% 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

Northwest Capital Management's IUSV Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 136 shares — an estimated $13.6K sold.

Northwest Capital Management first reported a position in IUSV in Q2 2023 and held it in 10 quarters. The position peaked at $57.1K in Q1 2024. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Northwest Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 136 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $13.6K.
  • Northwest Capital Management first reported a position in iShares Core S&P US Value ETF in Q2 2023 and held it in 10 quarters.
  • Northwest Capital Management's iShares Core S&P US Value ETF position peaked at $57.1K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.