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IUSV icon

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

PrairieView 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 		$6.53M Buy
68,988
+5,702
+9% +$515K 0.63% 23
2025
Q1 		$5.84M Sell
63,286
-341
-0.5% -$32K 0.61% 23
2024
Q4 		$5.89M Sell
63,627
-2,596
-4% -$250K 0.62% 23
2024
Q3 		$6.32M Sell
66,223
-1,268
-2% -$117K 0.66% 25
2024
Q2 		$5.95M Sell
67,491
-534
-0.8% -$47.1K 0.67% 22
2024
Q1 		$6.15M Sell
68,025
-971
-1% -$83.6K 0.71% 22
2023
Q4 		$5.82M Buy
68,996
+4,434
+7% +$345K 0.72% 23
2023
Q3 		$4.82M Sell
64,562
-3,071
-5% -$241K 0.65% 23
2023
Q2 		$5.29M Sell
67,633
-666
-1% -$49.7K 0.69% 24
2023
Q1 		$5.04M Sell
68,299
-71
-0.1% -$5.23K 0.69% 24
2022
Q4 		$4.83M Sell
68,370
-3,170
-4% -$220K 0.71% 22
2022
Q3 		$4.48M Buy
71,540
+2,753
+4% +$190K 0.73% 23
2022
Q2 		$4.6M Sell
68,787
-13,438
-16% -$965K 0.72% 25
2022
Q1 		$6.24M Buy
82,225
+14,569
+22% +$1.09M 0.89% 22
2021
Q4 		$5.17M Sell
67,656
-473
-0.7% -$35.1K 0.72% 27
2021
Q3 		$4.83M Sell
68,129
-509
-0.7% -$37K 0.72% 26
2021
Q2 		$4.94M Sell
68,638
-492
-0.7% -$35.4K 0.74% 25
2021
Q1 		$4.76M Sell
69,130
-1,197
-2% -$78.5K 0.76% 27
2020
Q4 		$4.37M Sell
70,327
-1,370
-2% -$80.3K 0.77% 27
2020
Q3 		$3.89M Sell
71,697
-296
-0.4% -$16.2K 0.82% 23
2020
Q2 		$3.76M Buy
71,993
+5,839
+9% +$298K 0.83% 22
2020
Q1 		$3.06M Buy
66,154
+35,552
+116% +$2.04M 0.77% 23
2019
Q4 		$1.93M Sell
30,602
-1,448
-5% -$87.3K 0.41% 35
2019
Q3 		$1.85M Buy
32,050
+6,499
+25% +$370K 0.43% 35
2019
Q2 		$1.45M Buy
25,551
+556
+2% +$31K 0.36% 34
2019
Q1 		$1.37M Sell
24,995
-1,103
-4% -$58.9K 0.35% 36
2018
Q4 		$1.28M Buy
26,098
+6,145
+31% +$327K 0.36% 37
2018
Q3 		$1.13M Sell
19,953
-5,949
-23% -$332K 0.29% 37
2018
Q2 		$1.39M Buy
25,902
+3,627
+16% +$195K 0.36% 36
2018
Q1 		$1.18M Buy
22,275
+3,951
+22% +$219K 0.28% 35
2017
Q4 		$1.01M Buy
+18,324
New +$985K 0.29% 34

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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PrairieView Partners's IUSV Position: Q2 2025 in Review

PrairieView Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 9% in Q2 2025, buying an estimated $515K and bringing the position to 68,988 shares worth $6.53M. The position accounts for 0.63% of the portfolio, ranked #23.

PrairieView Partners first reported a position in IUSV in Q4 2017 and has held it in 31 quarters since. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • PrairieView Partners held 68,988 shares of iShares Core S&P US Value ETF worth $6.53M as of Q2 2025.
  • PrairieView Partners bought 5,702 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $515K.
  • iShares Core S&P US Value ETF made up 0.63% of PrairieView Partners's portfolio in Q2 2025, its #23 holding.
  • PrairieView Partners first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 31 quarters since.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.