Simplex Trading
IUSV icon

Simplex Trading’s iShares Core S&P US Value ETF IUSV Stock Holding History

Simplex Trading’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
Q1 		– Sell
-48
Closed -$4K – 9042
2024
Q4 		$4K Sell
48
-192
-80% -$18.5K ﹤0.01% 7748
2024
Q3 		$22K Buy
+240
New +$22.1K ﹤0.01% 6604
2023
Q3 		– Sell
-5
Closed – – 9203
2023
Q2 		$0 Buy
+5
New +$373 ﹤0.01% 9440
2023
Q1 		– Sell
-107
Closed -$7K – 9545
2022
Q4 		$7K Buy
107
+50
+88% +$3.48K ﹤0.01% 7831
2022
Q3 		$3K Buy
+57
New +$3.94K ﹤0.01% 9101
2022
Q2 		– Sell
-65
Closed -$4K – 10485
2022
Q1 		$4K Hold
65
– – ﹤0.01% 9566
2021
Q4 		$4K Sell
65
-1,281
-95% -$95K ﹤0.01% 9681
2021
Q3 		$97K Hold
1,346
– – ﹤0.01% 6654
2021
Q2 		$96K Buy
+1,346
New +$96.8K ﹤0.01% 6785

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return