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

Pathway Financial Advisors’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
Q2 		– Sell
-3,758
Closed -$347K – 153
2025
Q1 		$347K Hold
3,758
– – 0.06% 118
2024
Q4 		$348K Buy
+3,758
New +$361K 0.08% 115

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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 Advisors's IUSV Position: Q2 2025 in Review

Pathway Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 3,758 shares — an estimated $347K sold.

Pathway Financial Advisors first reported a position in IUSV in Q4 2024 and held it in 2 quarters. The position peaked at $348K in Q4 2024. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Pathway Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 3,758 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $347K.
  • Pathway Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 2 quarters.
  • Pathway Financial Advisors's iShares Core S&P US Value ETF position peaked at $348K in Q4 2024.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.