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POM Investment Strategies’s iShares Core S&P US Value ETF IUSV Stock Holding History

POM Investment Strategies’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
Q3 		– Sell
-17
Closed -$1.61K – 211
2025
Q2 		$1.61K Hold
17
– – ﹤0.01% 114
2025
Q1 		$1.57K Buy
+17
New +$1.59K ﹤0.01% 170

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
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

POM Investment Strategies's IUSV Position: Q3 2025 in Review

POM Investment Strategies sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 17 shares — an estimated $1.61K sold.

POM Investment Strategies first reported a position in IUSV in Q1 2025 and held it in 2 quarters. The position peaked at $1.61K in Q2 2025. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • POM Investment Strategies reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • POM Investment Strategies sold 17 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $1.61K.
  • POM Investment Strategies first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 2 quarters.
  • POM Investment Strategies's iShares Core S&P US Value ETF position peaked at $1.61K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on POM Investment Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.