AWM
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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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
AL
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

Able Wealth Management's IUSV Position: Q1 2026 in Review

Able Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 2.2% in Q1 2026, buying an estimated $149K and bringing the position to 64,947 shares worth $6.64M. The position accounts for 1.78% of the portfolio, ranked #18.

Able Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Able Wealth Management held 64,947 shares of iShares Core S&P US Value ETF worth $6.64M as of Q1 2026.
  • Able Wealth Management bought 1,423 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $149K.
  • iShares Core S&P US Value ETF made up 1.78% of Able Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Able Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.