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

TritonPoint Wealth’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 		– Sell
-3,887
Closed -$389K – 313
2025
Q3 		$389K Hold
3,887
– – 0.03% 257
2025
Q2 		$368K Hold
3,887
– – 0.03% 257
2025
Q1 		$359K Hold
3,887
– – 0.03% 253
2024
Q4 		$360K Hold
3,887
– – 0.03% 244
2024
Q3 		$370K Hold
3,887
– – 0.03% 246
2024
Q2 		$343K Sell
3,887
-158
-4% -$13.9K 0.03% 243
2024
Q1 		$408K Sell
4,045
-1,456
-26% -$125K 0.04% 223
2023
Q4 		$464K Buy
+5,501
New +$428K 0.05% 220

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 $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TritonPoint Wealth's IUSV Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 3,887 shares — an estimated $389K sold.

TritonPoint Wealth first reported a position in IUSV in Q4 2023 and held it in 8 quarters. The position peaked at $464K in Q4 2023. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 3,887 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $389K.
  • TritonPoint Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares Core S&P US Value ETF position peaked at $464K in Q4 2023.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.