TFA
IUSV icon

Transamerica Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Transamerica Financial 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
Q2 		– Sell
-7
Closed -$1K – 579
2025
Q1 		$1K Hold
7
– – ﹤0.01% 497
2024
Q4 		$1K Hold
7
– – ﹤0.01% 489
2024
Q3 		$1K Buy
+7
New +$644 ﹤0.01% 496
2022
Q3 		– Sell
-74
Closed -$5K – 668
2022
Q2 		$5K Buy
+74
New +$5.32K ﹤0.01% 338

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Transamerica Financial Advisors's IUSV Position: Q2 2025 in Review

Transamerica Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 7 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IUSV in Q2 2022 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • Transamerica Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2022 and held it in 4 quarters.
  • Transamerica Financial Advisors's iShares Core S&P US Value ETF position peaked at $5K in Q2 2022.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Transamerica Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.