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Vantage Financial Partners (Wisconsin)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$2.42M Sell
23,586
-67
-0.3% -$6.79K 0.49% 34
2025
Q3 		$2.36M Sell
23,653
-278
-1% -$27.1K 0.5% 34
2025
Q2 		$2.26M Sell
23,931
-16,880
-41% -$1.52M 0.52% 32
2025
Q1 		$3.77M Sell
40,811
-351
-0.9% -$32.9K 0.94% 22
2024
Q4 		$3.81M Buy
41,162
+856
+2% +$82.3K 0.95% 19
2024
Q3 		$3.85M Sell
40,306
-20,453
-34% -$1.88M 0.95% 15
2024
Q2 		$5.35M Buy
60,759
+1,096
+2% +$96.6K 1.39% 17
2024
Q1 		$5.4M Buy
59,663
+1,645
+3% +$142K 1.45% 17
2023
Q4 		$4.89M Buy
58,018
+1,448
+3% +$113K 1.44% 17
2023
Q3 		$4.22M Sell
56,570
-754
-1% -$59.2K 1.66% 17
2023
Q2 		$4.49M Buy
57,324
+689
+1% +$51.5K 1.68% 19
2023
Q1 		$4.18M Buy
56,635
+23,923
+73% +$1.76M 1.66% 20
2022
Q4 		$2.31M Sell
32,712
-12,655
-28% -$880K 1.38% 14
2022
Q3 		$2.84M Sell
45,367
-72,374
-61% -$5M 1.91% 12
2022
Q2 		$7.88M Sell
117,741
-9,431
-7% -$677K 4.65% 5
2022
Q1 		$9.65M Sell
127,172
-128,300
-50% -$9.62M 4.93% 5
2021
Q4 		$19.5M Buy
+255,472
New +$18.9M 7.63% 5

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 $13.5B AUM 19.09% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IUSV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.28% in Q4 2025, selling an estimated $6.79K and leaving 23,586 shares worth $2.42M. The position accounts for 0.49% of the portfolio, ranked #34.

Vantage Financial Partners (Wisconsin) first reported a position in IUSV in Q4 2021 and has held it in 17 quarters since. The position peaked at $19.5M in Q4 2021. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 23,586 shares of iShares Core S&P US Value ETF worth $2.42M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 67 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $6.79K.
  • iShares Core S&P US Value ETF made up 0.49% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #34 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Core S&P US Value ETF position peaked at $19.5M in Q4 2021.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.