RA
IUSV icon

Ransom Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ransom Advisory’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 		$30.8K Buy
+300
New +$30.4K 0.01% 259
2025
Q1 		– Sell
-300
Closed -$27.8K – 367
2024
Q4 		$27.8K Hold
300
– – 0.01% 271
2024
Q3 		$28.6K Hold
300
– – 0.01% 275
2024
Q2 		$26.4K Hold
300
– – 0.01% 268
2024
Q1 		$27.1K Buy
+300
New +$25.8K 0.01% 225

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
S
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 $5.8B AUM 14.71% 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

Ransom Advisory's IUSV Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2025: 300 shares worth $30.8K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IUSV as recently as Q4 2024.

Ransom Advisory first reported a position in IUSV in Q1 2024 and has held it in 5 quarters since. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Ransom Advisory held 300 shares of iShares Core S&P US Value ETF worth $30.8K as of Q4 2025.
  • iShares Core S&P US Value ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Core S&P US Value ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #259 holding.
  • Ransom Advisory first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.