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WFA Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

WFA Asset Management’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 		$3.06K Hold
32
– – ﹤0.01% 177
2025
Q2 		$2.82K Sell
32
-68
-68% -$6.14K ﹤0.01% 189
2025
Q1 		$9.04K Buy
100
+83
+488% +$7.79K ﹤0.01% 191
2024
Q4 		$1.57K Sell
17
-15
-47% -$1.44K ﹤0.01% 209
2024
Q3 		$3.06K Hold
32
– – ﹤0.01% 178
2024
Q2 		$2.82K Sell
32
-68
-68% -$5.99K ﹤0.01% 190
2024
Q1 		$9.04K Buy
+100
New +$8.61K ﹤0.01% 192

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 $7.49B AUM 24.82% 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

WFA Asset Management's IUSV Position: Q3 2025 in Review

WFA Asset Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2025 at 32 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

WFA Asset Management first reported a position in IUSV in Q1 2024 and has held it in 7 quarters since. The position peaked at $9.04K in Q1 2025. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • WFA Asset Management held 32 shares of iShares Core S&P US Value ETF worth $3.06K as of Q3 2025.
  • WFA Asset Management left its iShares Core S&P US Value ETF share count unchanged in Q3 2025.
  • iShares Core S&P US Value ETF made up ﹤0.01% of WFA Asset Management's portfolio in Q3 2025, its #177 holding.
  • WFA Asset Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 7 quarters since.
  • WFA Asset Management's iShares Core S&P US Value ETF position peaked at $9.04K in Q1 2025.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.