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Wilmington Savings Fund Society’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-2,145
Closed -$203K – 1715
2025
Q2 		$203K Hold
2,145
– – ﹤0.01% 798
2025
Q1 		$198K Buy
2,145
+64
+3% +$6.01K ﹤0.01% 803
2024
Q4 		$193K Sell
2,081
-34
-2% -$3.27K ﹤0.01% 842
2024
Q3 		$202K Buy
+2,115
New +$194K ﹤0.01% 814

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

Wilmington Savings Fund Society's IUSV Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 2,145 shares — an estimated $203K sold.

Wilmington Savings Fund Society first reported a position in IUSV in Q3 2024 and held it in 4 quarters. The position peaked at $203K in Q2 2025. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 2,145 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $203K.
  • Wilmington Savings Fund Society first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's iShares Core S&P US Value ETF position peaked at $203K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.