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Watts Gwilliam & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

Watts Gwilliam & Co’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
Q3 		$401K Hold
4,016
– – 0.06% 155
2025
Q2 		$397K Buy
4,016
+1,604
+67% +$145K 0.07% 154
2025
Q1 		$223K Hold
2,412
– – 0.05% 189
2024
Q4 		$224K Hold
2,412
– – 0.05% 189
2024
Q3 		$228K Buy
+2,412
New +$222K 0.05% 181
2024
Q1 		$285K Buy
+3,187
New +$274K 0.09% 143

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Watts Gwilliam & Co's IUSV Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2025 at 4,016 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #155.

Watts Gwilliam & Co first reported a position in IUSV in Q1 2024 and has held it in 6 quarters since. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Watts Gwilliam & Co held 4,016 shares of iShares Core S&P US Value ETF worth $401K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares Core S&P US Value ETF share count unchanged in Q3 2025.
  • iShares Core S&P US Value ETF made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #155 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.