17 Capital Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

17 Capital Partners’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	$2.62M	Sell	25,663 -4,153	-14%	-$436K	1.35%	9
2025 Q4	$3.06M	Buy	29,816 +226	+0.8%	+$22.9K	1.58%	7
2025 Q3	$2.96M	Sell	29,590 -13	-0%	-$1.26K	1.61%	6
2025 Q2	$2.8M	Buy	29,603 +521	+2%	+$47K	1.62%	7
2025 Q1	$2.68M	Buy	29,082 +4,008	+16%	+$376K	1.72%	6
2024 Q4	$2.32M	Buy	25,074 +3,230	+15%	+$311K	1.47%	8
2024 Q3	$2.09M	Buy	21,844 +1,173	+6%	+$108K	1.36%	9
2024 Q2	$1.82M	Buy	20,671 +953	+5%	+$84K	1.3%	14
2024 Q1	$1.78M	Buy	+19,718	New	+$1.7M	1.32%	14

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

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

BTI

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

17 Capital Partners's IUSV Position: Q1 2026 in Review

17 Capital Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 14% in Q1 2026, selling an estimated $436K and leaving 25,663 shares worth $2.62M. The position accounts for 1.35% of the portfolio, ranked #9.

17 Capital Partners first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

17 Capital Partners held 25,663 shares of iShares Core S&P US Value ETF worth $2.62M as of Q1 2026.
17 Capital Partners sold 4,153 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $436K.
iShares Core S&P US Value ETF made up 1.35% of 17 Capital Partners's portfolio in Q1 2026, its #9 holding.
17 Capital Partners first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
17 Capital Partners's iShares Core S&P US Value ETF position peaked at $3.06M in Q4 2025.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.