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

Wealthstream 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 Q3	$317K	Sell	3,173 -765	-19%	-$74.5K	0.05%	124
2025 Q2	$373K	Hold	3,938	–	–	0.06%	107
2025 Q1	$363K	Hold	3,938	–	–	0.07%	94
2024 Q4	$365K	Hold	3,938	–	–	0.07%	91
2024 Q3	$376K	Hold	3,938	–	–	0.07%	88
2024 Q2	$347K	Hold	3,938	–	–	0.13%	87
2024 Q1	$356K	Hold	3,938	–	–	0.14%	87
2023 Q4	$332K	Hold	3,938	–	–	0.14%	91
2023 Q3	$294K	Hold	3,938	–	–	0.15%	76
2023 Q2	$308K	Buy	+3,938	New	+$294K	0.16%	67

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

Wealthstream Advisors's IUSV Position: Q3 2025 in Review

Wealthstream Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 19% in Q3 2025, selling an estimated $74.5K and leaving 3,173 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #124.

Wealthstream Advisors first reported a position in IUSV in Q2 2023 and has held it in 10 quarters since. The position peaked at $376K in Q3 2024. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

Wealthstream Advisors held 3,173 shares of iShares Core S&P US Value ETF worth $317K as of Q3 2025.
Wealthstream Advisors sold 765 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $74.5K.
iShares Core S&P US Value ETF made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #124 holding.
Wealthstream Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 10 quarters since.
Wealthstream Advisors's iShares Core S&P US Value ETF position peaked at $376K in Q3 2024.
747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.