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IUSV icon

Weil Company’s iShares Core S&P US Value ETF IUSV Stock Holding History

Weil Company’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 		$9.99M Buy
97,655
+16,720
+21% +$1.75M 2.24% 11
2025
Q4 		$8.3M Buy
80,935
+22,196
+38% +$2.25M 1.91% 15
2025
Q3 		$5.87M Buy
58,739
+7,384
+14% +$719K 1.41% 19
2025
Q2 		$4.86M Sell
51,355
-254,852
-83% -$23M 1.28% 21
2025
Q1 		$28.3M Buy
306,207
+86,885
+40% +$8.15M 8.43% 2
2024
Q4 		$20.3M Buy
219,322
+44,015
+25% +$4.23M 7.03% 2
2024
Q3 		$16.7M Buy
175,307
+42,261
+32% +$3.89M 5.49% 3
2024
Q2 		$11.7M Buy
133,046
+108,125
+434% +$9.53M 4.28% 4
2024
Q1 		$2.25M Buy
+24,921
New +$2.14M 0.89% 30

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Morgan Stanley
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Envestnet Asset Management
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S
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BTI
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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