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Proffitt & Goodson’s iShares Core S&P US Value ETF IUSV Stock Holding History

Proffitt & Goodson’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
Q1 		– Sell
-70
Closed -$6.48K – 268
2024
Q4 		$6.48K Buy
+70
New +$6.73K ﹤0.01% 211
2024
Q3 		– Sell
-265
Closed -$23.4K – 324
2024
Q2 		$23.4K Buy
+265
New +$23.4K ﹤0.01% 193

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
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
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
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

Proffitt & Goodson's IUSV Position: Q1 2025 in Review

Proffitt & Goodson sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 70 shares — an estimated $6.48K sold.

Proffitt & Goodson first reported a position in IUSV in Q2 2024 and held it in 2 quarters. The position peaked at $23.4K in Q2 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Proffitt & Goodson reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 70 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $6.48K.
  • Proffitt & Goodson first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 2 quarters.
  • Proffitt & Goodson's iShares Core S&P US Value ETF position peaked at $23.4K in Q2 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Proffitt & Goodson's 13F filing for Q1 2025, filed 29 Apr 2025.