VP
IUSV icon

Verum Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Verum Partners’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
2026
Q1 		– Sell
-2,105
Closed -$216K – 178
2025
Q4 		$216K Sell
2,105
-29
-1% -$2.94K 0.04% 157
2025
Q3 		$213K Hold
2,134
– – 0.05% 159
2025
Q2 		$202K Sell
2,134
-216
-9% -$19.5K 0.05% 160
2025
Q1 		$217K Sell
2,350
-605
-20% -$56.8K 0.06% 146
2024
Q4 		$274K Hold
2,955
– – 0.08% 131
2024
Q3 		$282K Hold
2,955
– – 0.08% 128
2024
Q2 		$260K Hold
2,955
– – 0.08% 130
2024
Q1 		$267K Sell
2,955
-1,342
-31% -$116K 0.09% 126
2023
Q4 		$362K Hold
4,297
– – 0.14% 95
2023
Q3 		$321K Buy
+4,297
New +$337K 0.14% 99

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 $376B 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 $6.52B 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 $13.4B AUM 19.09% 1-Year Est. Return