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Peachtree Investment Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Peachtree Investment Partners’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
-180
Closed -$16.6K – 128
2025
Q1 		$16.6K Buy
180
+156
+650% +$14.6K 0.01% 108
2024
Q4 		$2.22K Hold
24
– – ﹤0.01% 106
2024
Q3 		$2.29K Buy
+24
New +$2.21K ﹤0.01% 109

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

Peachtree Investment Partners's IUSV Position: Q2 2025 in Review

Peachtree Investment Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 180 shares — an estimated $16.6K sold.

Peachtree Investment Partners first reported a position in IUSV in Q3 2024 and held it in 3 quarters. The position peaked at $16.6K in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Peachtree Investment Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Peachtree Investment Partners sold 180 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $16.6K.
  • Peachtree Investment Partners first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 3 quarters.
  • Peachtree Investment Partners's iShares Core S&P US Value ETF position peaked at $16.6K in Q1 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.