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Quartz Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quartz Partners’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
Q2 		– Sell
-6,123
Closed -$565K – 180
2025
Q1 		$565K Sell
6,123
-6,199
-50% -$582K 0.34% 70
2024
Q4 		$1.14M Sell
12,322
-4,253
-26% -$409K 0.69% 41
2024
Q3 		$1.58M Buy
+16,575
New +$1.52M 0.99% 27

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Quartz Partners's IUSV Position: Q2 2025 in Review

Quartz Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 6,123 shares — an estimated $565K sold.

Quartz Partners first reported a position in IUSV in Q3 2024 and held it in 3 quarters. The position peaked at $1.58M in Q3 2024. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Quartz Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Quartz Partners sold 6,123 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $565K.
  • Quartz Partners first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 3 quarters.
  • Quartz Partners's iShares Core S&P US Value ETF position peaked at $1.58M in Q3 2024.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Quartz Partners's 13F filing for Q2 2025, filed 14 Aug 2025.