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IUSV icon

Abound Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Abound Financial’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 		$66.5K Sell
650
-156
-19% -$16.4K 0.03% 100
2025
Q4 		$82.6K Buy
+806
New +$81.7K 0.03% 96
2025
Q2 		– Sell
-806
Closed -$74.4K – 157
2025
Q1 		$74.4K Buy
+806
New +$75.6K 0.04% 102

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

Abound Financial's IUSV Position: Q1 2026 in Review

Abound Financial reduced its iShares Core S&P US Value ETF (IUSV) stake by 19% in Q1 2026, selling an estimated $16.4K and leaving 650 shares worth $66.5K. The position accounts for 0.03% of the portfolio, ranked #100.

Abound Financial first reported a position in IUSV in Q1 2025 and has held it in 3 quarters since. The position peaked at $82.6K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Abound Financial held 650 shares of iShares Core S&P US Value ETF worth $66.5K as of Q1 2026.
  • Abound Financial sold 156 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $16.4K.
  • iShares Core S&P US Value ETF made up 0.03% of Abound Financial's portfolio in Q1 2026, its #100 holding.
  • Abound Financial first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 3 quarters since.
  • Abound Financial's iShares Core S&P US Value ETF position peaked at $82.6K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.