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

RTD Financial 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
Q2 		– Sell
-4,908
Closed -$453K – 113
2025
Q1 		$453K Buy
4,908
+1
+0% +$94 0.06% 85
2024
Q4 		$454K Sell
4,907
-290
-6% -$27.9K 0.06% 83
2024
Q3 		$496K Buy
5,197
+32
+0.6% +$2.94K 0.06% 80
2024
Q2 		$455K Buy
+5,165
New +$455K 0.06% 85

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 $6.53B AUM 20.48% 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

RTD Financial Advisors's IUSV Position: Q2 2025 in Review

RTD Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 4,908 shares — an estimated $453K sold.

RTD Financial Advisors first reported a position in IUSV in Q2 2024 and held it in 4 quarters. The position peaked at $496K in Q3 2024. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • RTD Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 4,908 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $453K.
  • RTD Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 4 quarters.
  • RTD Financial Advisors's iShares Core S&P US Value ETF position peaked at $496K in Q3 2024.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.