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 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

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

1900 Wealth Management's IUSV Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.15% in Q2 2026, selling an estimated $2.06K and leaving 12,639 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #106.

1900 Wealth Management first reported a position in IUSV in Q3 2021 and has held it in 20 quarters since. The position peaked at $9M in Q3 2023. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

1900 Wealth Management held 12,639 shares of iShares Core S&P US Value ETF worth $1.39M as of Q2 2026.
1900 Wealth Management sold 19 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.06K.
iShares Core S&P US Value ETF made up 0.08% of 1900 Wealth Management's portfolio in Q2 2026, its #106 holding.
1900 Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 20 quarters since.
1900 Wealth Management's iShares Core S&P US Value ETF position peaked at $9M in Q3 2023.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.