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

Prosperity Capital Advisors’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 Q4	–	Sell	-31,620	Closed	-$3.16M	–	420
2025 Q3	$3.16M	Sell	31,620 -3,181	-9%	-$310K	0.18%	91
2025 Q2	$3.29M	Sell	34,801 -1,926	-5%	-$174K	0.21%	82
2025 Q1	$3.39M	Sell	36,727 -2,328	-6%	-$218K	0.27%	66
2024 Q4	$3.62M	Sell	39,055 -1,180	-3%	-$113K	0.29%	65
2024 Q3	$3.84M	Buy	40,235 +7,341	+22%	+$675K	0.33%	62
2024 Q2	$2.9M	Buy	32,894 +11,746	+56%	+$1.04M	0.32%	63
2024 Q1	$1.91M	Buy	21,148 +12,201	+136%	+$1.05M	0.23%	75
2023 Q4	$755K	Buy	+8,947	New	+$697K	0.08%	123

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prosperity Capital Advisors's IUSV Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 31,620 shares — an estimated $3.16M sold.

Prosperity Capital Advisors first reported a position in IUSV in Q4 2023 and held it in 8 quarters. The position peaked at $3.84M in Q3 2024. 801 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

Prosperity Capital Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 31,620 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $3.16M.
Prosperity Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 8 quarters.
Prosperity Capital Advisors's iShares Core S&P US Value ETF position peaked at $3.84M in Q3 2024.
801 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.