SL
IUSV icon

Salomon & Ludwin’s iShares Core S&P US Value ETF IUSV Stock Holding History

Salomon & Ludwin’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
2026
Q1 		$9.95K Hold
97
– – ﹤0.01% 1524
2025
Q4 		$10.1K Hold
97
– – ﹤0.01% 1434
2025
Q3 		$9.76K Hold
97
– – ﹤0.01% 1315
2025
Q2 		$9.3K Hold
97
– – ﹤0.01% 492
2025
Q1 		$8.95K Hold
97
– – ﹤0.01% 464
2024
Q4 		$8.98K Sell
97
-5
-5% -$481 ﹤0.01% 456
2024
Q3 		$9.74K Hold
102
– – ﹤0.01% 458
2024
Q2 		$8.99K Hold
102
– – ﹤0.01% 457
2024
Q1 		$9.22K Hold
102
– – ﹤0.01% 564
2023
Q4 		$7.61K Hold
102
– – ﹤0.01% 527
2023
Q3 		$7.61K Buy
+102
New +$8.01K ﹤0.01% 525

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