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Onyx Bridge Wealth Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Onyx Bridge Wealth Group’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
-2,110
Closed -$211K – 375
2025
Q3 		$211K Sell
2,110
-21
-1% -$2.04K 0.02% 331
2025
Q2 		$202K Buy
+2,131
New +$192K 0.03% 290
2022
Q3 		– Sell
-3,248
Closed -$223K – 189
2022
Q2 		$223K Hold
3,248
– – 0.1% 131
2022
Q1 		$237K Buy
+3,248
New +$243K 0.09% 124

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

Onyx Bridge Wealth Group's IUSV Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 2,110 shares — an estimated $211K sold.

Onyx Bridge Wealth Group first reported a position in IUSV in Q1 2022 and held it in 4 quarters. The position peaked at $237K in Q1 2022. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Onyx Bridge Wealth Group reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 2,110 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $211K.
  • Onyx Bridge Wealth Group first reported a position in iShares Core S&P US Value ETF in Q1 2022 and held it in 4 quarters.
  • Onyx Bridge Wealth Group's iShares Core S&P US Value ETF position peaked at $237K in Q1 2022.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.