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Spectrum Wealth Counsel’s iShares Core S&P US Value ETF IUSV Stock Holding History

Spectrum Wealth Counsel’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 		$3.09M Buy
33,486
+13,030
+64% +$1.22M 0.37% 58
2024
Q4 		$1.89M Sell
20,456
-10,070
-33% -$969K 0.22% 69
2024
Q3 		$2.91M Buy
30,526
+11,706
+62% +$1.08M 0.34% 61
2024
Q2 		$1.66M Sell
18,820
-11,581
-38% -$1.02M 0.21% 62
2024
Q1 		$2.75M Buy
30,401
+9,877
+48% +$850K 0.34% 64
2023
Q4 		$1.73M Buy
+20,524
New +$1.6M 0.24% 71

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 $16.4B AUM 25.17% 1-Year Est. Return

Spectrum Wealth Counsel's IUSV Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Core S&P US Value ETF (IUSV) stake by 64% in Q1 2025, buying an estimated $1.22M and bringing the position to 33,486 shares worth $3.09M. The position accounts for 0.37% of the portfolio, ranked #58.

Spectrum Wealth Counsel first reported a position in IUSV in Q4 2023 and has held it in 6 quarters since. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • Spectrum Wealth Counsel held 33,486 shares of iShares Core S&P US Value ETF worth $3.09M as of Q1 2025.
  • Spectrum Wealth Counsel bought 13,030 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $1.22M.
  • iShares Core S&P US Value ETF made up 0.37% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #58 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 6 quarters since.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.