PCA
IUSV icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
S
SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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 $13.4B AUM 19.09% 1-Year Est. Return