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

Abound 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	$72.5K	Buy	658 +1	+0.2%	+$108	0.01%	190
2026 Q1	$67.2K	Buy	657 +1	+0.2%	+$105	0.02%	196
2025 Q4	$67.2K	Buy	656 +2	+0.3%	+$203	0.02%	186
2025 Q3	$65.3K	Buy	654 +2	+0.3%	+$195	0.02%	180
2025 Q2	$61.7K	Buy	652 +1	+0.2%	+$90	0.02%	176
2025 Q1	$60K	Sell	651 -28	-4%	-$2.63K	0.02%	165
2024 Q4	$62.9K	Sell	679 -80	-11%	-$7.69K	0.02%	153
2024 Q3	$72.5K	Sell	759 -42	-5%	-$3.86K	0.02%	132
2024 Q2	$70.6K	Sell	801 -8	-1%	-$705	0.03%	115
2024 Q1	$73.1K	Sell	809 -6	-0.7%	-$516	0.03%	110
2023 Q4	$68.7K	Buy	815 +489	+150%	+$38.1K	0.03%	112
2023 Q3	$24.4K	Hold	326	–	–	0.01%	194
2023 Q2	$25.6K	Sell	326 -96	-23%	-$7.17K	0.01%	189
2023 Q1	$31.1K	Buy	422 +98	+30%	+$7.22K	0.01%	165
2022 Q4	$22.9K	Buy	324 +2	+0.6%	+$139	0.01%	176
2022 Q3	$20.1K	Buy	322 +3	+0.9%	+$207	0.01%	188
2022 Q2	$21.4K	Buy	+319	New	+$22.9K	0.01%	79

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

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

Abound Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.15% in Q2 2026, buying an estimated $108 and bringing the position to 658 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #190.

Abound Wealth Management first reported a position in IUSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $73.1K in Q1 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Abound Wealth Management held 658 shares of iShares Core S&P US Value ETF worth $72.5K as of Q2 2026.
Abound Wealth Management bought 1 iShares Core S&P US Value ETF share in Q2 2026, an estimated $108.
iShares Core S&P US Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #190 holding.
Abound Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 17 quarters since.
Abound Wealth Management's iShares Core S&P US Value ETF position peaked at $73.1K in Q1 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.