1900 Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

1900 Wealth 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
2026 Q3	$1.38M	Sell	12,494 -145	-1%	-$16.4K	0.07%	103
2026 Q2	$1.39M	Sell	12,639 -19	-0.2%	-$2.06K	0.08%	106
2026 Q1	$1.29M	Sell	12,658 -285	-2%	-$29.9K	0.08%	99
2025 Q4	$1.33M	Sell	12,943 -34	-0.3%	-$3.45K	0.09%	96
2025 Q3	$1.3M	Sell	12,977 -1,151	-8%	-$112K	0.09%	87
2025 Q2	$1.34M	Sell	14,128 -453	-3%	-$40.9K	0.1%	80
2025 Q1	$1.35M	Sell	14,581 -164	-1%	-$15.4K	0.11%	80
2024 Q4	$1.37M	Sell	14,745 -548	-4%	-$52.7K	0.11%	80
2024 Q3	$1.46M	Sell	15,293 -1,280	-8%	-$118K	0.13%	77
2024 Q2	$1.46M	Sell	16,573 -26,426	-61%	-$2.33M	0.14%	79
2024 Q1	$3.89M	Sell	42,999 -1,840	-4%	-$158K	0.35%	54
2023 Q4	$3.78M	Sell	44,839 -75,707	-63%	-$5.9M	0.35%	55
2023 Q3	$9M	Buy	120,546 +28,407	+31%	+$2.23M	0.9%	24
2023 Q2	$7.21M	Buy	92,139 +59,012	+178%	+$4.41M	0.74%	33
2023 Q1	$2.44M	Buy	33,127 +752	+2%	+$55.4K	0.26%	69
2022 Q4	$2.29M	Sell	32,375 -2,169	-6%	-$151K	0.25%	73
2022 Q3	$2.16M	Sell	34,544 -9,733	-22%	-$672K	0.25%	75
2022 Q2	$2.96M	Buy	44,277 +6,903	+18%	+$496K	0.32%	62
2022 Q1	$2.84M	Buy	37,374 +11,139	+42%	+$835K	0.27%	73
2021 Q4	$2M	Buy	26,235 +7,418	+39%	+$550K	0.18%	91
2021 Q3	$1.33M	Buy	+18,817	New	+$1.37M	0.13%	107

Other funds holding IUSV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

1900 Wealth Management's IUSV Position: Q3 2026 in Review

1900 Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.1% in Q3 2026, selling an estimated $16.4K and leaving 12,494 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #103.

1900 Wealth Management first reported a position in IUSV in Q3 2021 and has held it in 21 quarters since. The position peaked at $9M in Q3 2023. 78 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

1900 Wealth Management held 12,494 shares of iShares Core S&P US Value ETF worth $1.38M as of Q3 2026.
1900 Wealth Management sold 145 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $16.4K.
iShares Core S&P US Value ETF made up 0.07% of 1900 Wealth Management's portfolio in Q3 2026, its #103 holding.
1900 Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 21 quarters since.
1900 Wealth Management's iShares Core S&P US Value ETF position peaked at $9M in Q3 2023.
78 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.