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

Pathway Financial Advisers’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
-767
Closed -$76.5K – 251
2025
Q3 		$76.5K Buy
+767
New +$74.7K 0.02% 203
2025
Q1 		– Sell
-756
Closed -$69.9K – 284
2024
Q4 		$69.9K Buy
756
+5
+0.7% +$481 0.02% 212
2024
Q3 		$71.7K Buy
751
+47
+7% +$4.32K 0.03% 167
2024
Q2 		$62K Buy
+704
New +$62K 0.02% 213

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

Pathway Financial Advisers's IUSV Position: Q4 2025 in Review

Pathway Financial Advisers sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 767 shares — an estimated $76.5K sold.

Pathway Financial Advisers first reported a position in IUSV in Q2 2024 and held it in 4 quarters. The position peaked at $76.5K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Pathway Financial Advisers reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 767 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $76.5K.
  • Pathway Financial Advisers first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 4 quarters.
  • Pathway Financial Advisers's iShares Core S&P US Value ETF position peaked at $76.5K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.