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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Simplex Trading's IUSV Position: Q1 2025 in Review

Simplex Trading sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 48 shares — an estimated $4K sold.

Simplex Trading first reported a position in IUSV in Q2 2021 and held it in 9 quarters. The position peaked at $97K in Q3 2021. 733 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

Simplex Trading reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
Simplex Trading sold 48 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $4K.
Simplex Trading first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 9 quarters.
Simplex Trading's iShares Core S&P US Value ETF position peaked at $97K in Q3 2021.
733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.