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Sand Hill Global Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sand Hill Global 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
Q3 		– Sell
-8,767
Closed -$830K – 204
2025
Q2 		$830K Hold
8,767
– – 0.03% 126
2025
Q1 		$809K Sell
8,767
-836
-9% -$78.5K 0.03% 123
2024
Q4 		$889K Sell
9,603
-644
-6% -$61.9K 0.04% 115
2024
Q3 		$978K Sell
10,247
-1,357
-12% -$125K 0.04% 109
2024
Q2 		$1.02M Buy
+11,604
New +$1.02M 0.05% 110
2023
Q3 		– Sell
-2,720
Closed -$213K – 156
2023
Q2 		$213K Sell
2,720
-1,488,175
-100% -$111M 0.01% 150
2023
Q1 		$110M Buy
1,490,895
+22,905
+2% +$1.69M 5.9% 5
2022
Q4 		$104M Sell
1,467,990
-69,221
-5% -$4.81M 5.85% 5
2022
Q3 		$96.2M Sell
1,537,211
-41,895
-3% -$2.89M 6.06% 4
2022
Q2 		$106M Sell
1,579,106
-5,578
-0.4% -$401K 6.02% 4
2022
Q1 		$120M Buy
1,584,684
+709,548
+81% +$53.2M 6.65% 4
2021
Q4 		$66.8M Sell
875,136
-1,561
-0.2% -$116K 3.75% 7
2021
Q3 		$62.1M Buy
876,697
+21,975
+3% +$1.6M 3.77% 7
2021
Q2 		$61.5M Buy
854,722
+15,686
+2% +$1.13M 3.76% 7
2021
Q1 		$57.8M Buy
839,036
+19,818
+2% +$1.3M 3.76% 7
2020
Q4 		$50.9M Buy
+819,218
New +$48M 3.4% 8
2020
Q2 		– Sell
-4,597
Closed -$212K – 127
2020
Q1 		$212K Hold
4,597
– – 0.02% 113
2019
Q4 		$290K Buy
+4,597
New +$277K 0.03% 120

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sand Hill Global Advisors's IUSV Position: Q3 2025 in Review

Sand Hill Global Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 8,767 shares — an estimated $830K sold.

Sand Hill Global Advisors first reported a position in IUSV in Q4 2019 and held it in 18 quarters. The position peaked at $120M in Q1 2022. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Sand Hill Global Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • Sand Hill Global Advisors sold 8,767 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $830K.
  • Sand Hill Global Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 18 quarters.
  • Sand Hill Global Advisors's iShares Core S&P US Value ETF position peaked at $120M in Q1 2022.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Sand Hill Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.