1 North Wealth Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

1 North Wealth Services’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 Q2	$49.6K	Hold	450	–	–	0.02%	96
2026 Q1	$46K	Sell	450 -450	-50%	-$47.2K	0.02%	92
2025 Q4	$92.3K	Hold	900	–	–	0.03%	78
2025 Q3	$90K	Hold	900	–	–	0.04%	72
2025 Q2	$85.2K	Hold	900	–	–	0.03%	74
2025 Q1	$83.1K	Sell	900 -1,278	-59%	-$120K	0.04%	70
2024 Q4	$202K	Buy	+2,178	New	+$209K	0.09%	58

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1 North Wealth Services's IUSV Position: Q2 2026 in Review

1 North Wealth Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 450 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #96.

1 North Wealth Services first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $202K in Q4 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

1 North Wealth Services held 450 shares of iShares Core S&P US Value ETF worth $49.6K as of Q2 2026.
1 North Wealth Services left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #96 holding.
1 North Wealth Services first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
1 North Wealth Services's iShares Core S&P US Value ETF position peaked at $202K in Q4 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.