Prudential Financial
IUSV icon

Prudential Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-51,485
Closed -$4.92M – 2501
2024
Q3 		$4.92M Buy
51,485
+7,171
+16% +$659K 0.01% 1004
2024
Q2 		$3.91M Sell
44,314
-4,135
-9% -$364K 0.01% 1039
2024
Q1 		$4.38M Buy
48,449
+1,994
+4% +$172K 0.01% 988
2023
Q4 		$3.92M Buy
46,455
+2,881
+7% +$224K 0.01% 1063
2023
Q3 		$3.25M Sell
43,574
-13,073
-23% -$1.03M 0.01% 1099
2023
Q2 		$4.43M Sell
56,647
-3,643
-6% -$272K 0.01% 951
2023
Q1 		$4.45M Sell
60,290
-38,906
-39% -$2.87M 0.01% 919
2022
Q4 		$7.01M Buy
99,196
+10,792
+12% +$750K 0.01% 742
2022
Q3 		$5.61M Sell
88,404
-3,292
-4% -$227K 0.01% 848
2022
Q2 		$6.17M Buy
91,696
+15,650
+21% +$1.12M 0.01% 827
2022
Q1 		$5.77M Buy
76,046
+22,588
+42% +$1.69M 0.01% 915
2021
Q4 		$4M Buy
53,458
+5,133
+11% +$381K 0.01% 1138
2021
Q3 		$3.49M Sell
48,325
-4,294
-8% -$312K ﹤0.01% 1177
2021
Q2 		$3.79M Buy
52,619
+16,022
+44% +$1.15M 0.01% 1154
2021
Q1 		$2.52M Buy
36,597
+30,852
+537% +$2.02M ﹤0.01% 1342
2020
Q4 		$357K Buy
5,745
+411
+8% +$24.1K ﹤0.01% 2191
2020
Q3 		$290K Buy
5,334
+511
+11% +$27.9K ﹤0.01% 2171
2020
Q2 		$252K Buy
+4,823
New +$246K ﹤0.01% 2173

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Prudential Financial's IUSV Position: Q4 2024 in Review

Prudential Financial sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 51,485 shares — an estimated $4.92M sold.

Prudential Financial first reported a position in IUSV in Q2 2020 and held it in 18 quarters. The position peaked at $7.01M in Q4 2022. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Prudential Financial reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 51,485 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $4.92M.
  • Prudential Financial first reported a position in iShares Core S&P US Value ETF in Q2 2020 and held it in 18 quarters.
  • Prudential Financial's iShares Core S&P US Value ETF position peaked at $7.01M in Q4 2022.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.