Able Wealth Management
IUSV icon

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

Able 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 		$7.4M Buy
66,453
+945
+1% +$107K 1.63% 16
2026
Q2 		$7.22M Buy
65,508
+561
+0.9% +$60.7K 1.66% 18
2026
Q1 		$6.64M Buy
64,947
+1,423
+2% +$149K 1.78% 18
2025
Q4 		$6.51M Buy
63,524
+832
+1% +$84.4K 2.06% 15
2025
Q3 		$6.27M Sell
62,692
-698
-1% -$67.9K 2.36% 16
2025
Q2 		$6M Buy
63,390
+1,649
+3% +$149K 3.03% 10
2025
Q1 		$5.7M Buy
61,741
+78
+0.1% +$7.32K 3.36% 8
2024
Q4 		$5.71M Buy
61,663
+2,697
+5% +$259K 3.75% 6
2024
Q3 		$5.63M Buy
58,966
+1,242
+2% +$114K 4.27% 5
2024
Q2 		$5.09M Buy
57,724
+866
+2% +$76.3K 4.19% 5
2024
Q1 		$5.14M Buy
56,858
+1,133
+2% +$97.5K 4.49% 5
2023
Q4 		$4.7M Buy
+55,725
New +$4.34M 4.27% 5

Other funds holding IUSV

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Able Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q3 2026, buying an estimated $107K and bringing the position to 66,453 shares worth $7.4M. The position accounts for 1.63% of the portfolio, ranked #16.

Able Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 12 quarters since. 272 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Able Wealth Management held 66,453 shares of iShares Core S&P US Value ETF worth $7.4M as of Q3 2026.
  • Able Wealth Management bought 945 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $107K.
  • iShares Core S&P US Value ETF made up 1.63% of Able Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Able Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

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