PW
IUSV icon

Peninsula Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Peninsula Wealth’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
2024
Q4 		$1.16M Buy
12,476
+2,033
+19% +$196K 0.2% 48
2024
Q3 		$1.02M Sell
10,443
-125
-1% -$11.5K 0.18% 53
2024
Q2 		$952K Buy
10,568
+8,160
+339% +$719K 0.18% 51
2024
Q1 		$218K Buy
+2,408
New +$207K 0.04% 90

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Peninsula Wealth's IUSV Position: Q4 2024 in Review

Peninsula Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 19% in Q4 2024, buying an estimated $196K and bringing the position to 12,476 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #48.

Peninsula Wealth first reported a position in IUSV in Q1 2024 and has held it in 4 quarters since. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Peninsula Wealth held 12,476 shares of iShares Core S&P US Value ETF worth $1.16M as of Q4 2024.
  • Peninsula Wealth bought 2,033 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $196K.
  • iShares Core S&P US Value ETF made up 0.2% of Peninsula Wealth's portfolio in Q4 2024, its #48 holding.
  • Peninsula Wealth first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.