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Stephens Consulting’s iShares Core S&P US Value ETF IUSV Stock Holding History

Stephens Consulting’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
Q4 		$111K Hold
1,082
– – 0.04% 94
2025
Q3 		$108K Hold
1,082
– – 0.04% 96
2025
Q2 		$102K Hold
1,082
– – 0.02% 137
2025
Q1 		$99.9K Hold
1,082
– – 0.03% 142
2024
Q4 		$100K Hold
1,082
– – 0.03% 143
2024
Q3 		$103K Hold
1,082
– – 0.03% 134
2024
Q2 		$95.4K Hold
1,082
– – 0.03% 135
2024
Q1 		$97.9K Hold
1,082
– – 0.03% 125
2023
Q4 		$91.2K Hold
1,082
– – 0.03% 124
2023
Q3 		$80.7K Sell
1,082
-20
-2% -$1.57K 0.03% 126
2023
Q2 		$86.2K Hold
1,102
– – 0.03% 119
2023
Q1 		$81.3K Buy
1,102
+20
+2% +$1.47K 0.05% 127
2022
Q4 		$76.4K Hold
1,082
– – 0.05% 129
2022
Q3 		$67.7K Hold
1,082
– – 0.06% 142
2022
Q2 		$72.4K Hold
1,082
– – 0.06% 135
2022
Q1 		$82.1K Hold
1,082
– – 0.07% 145
2021
Q4 		$82.6K Buy
+1,082
New +$80.3K 0.07% 161

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

Stephens Consulting's IUSV Position: Q4 2025 in Review

Stephens Consulting held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2025 at 1,082 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #94.

Stephens Consulting first reported a position in IUSV in Q4 2021 and has held it in 17 quarters since. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Stephens Consulting held 1,082 shares of iShares Core S&P US Value ETF worth $111K as of Q4 2025.
  • Stephens Consulting left its iShares Core S&P US Value ETF share count unchanged in Q4 2025.
  • iShares Core S&P US Value ETF made up 0.04% of Stephens Consulting's portfolio in Q4 2025, its #94 holding.
  • Stephens Consulting first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 17 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.