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Promus Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Promus Capital’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 		$17.7K Hold
177
– – 0.01% 224
2025
Q2 		$16.7K Hold
177
– – 0.01% 236
2025
Q1 		$16.3K Hold
177
– – 0.01% 224
2024
Q4 		$16.4K Buy
+177
New +$17K 0.01% 221

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

Promus Capital's IUSV Position: Q3 2025 in Review

Promus Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2025 at 177 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #224.

Promus Capital first reported a position in IUSV in Q4 2024 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Promus Capital held 177 shares of iShares Core S&P US Value ETF worth $17.7K as of Q3 2025.
  • Promus Capital left its iShares Core S&P US Value ETF share count unchanged in Q3 2025.
  • iShares Core S&P US Value ETF made up 0.01% of Promus Capital's portfolio in Q3 2025, its #224 holding.
  • Promus Capital first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.