Abound Wealth Management
IUSV icon

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
Q3 		$76.7K Buy
695
+37
+6% +$4.18K 0.01% 211
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

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

Abound Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 5.6% in Q3 2026, buying an estimated $4.18K and bringing the position to 695 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #211.

Abound Wealth Management first reported a position in IUSV in Q2 2022 and has held it in 18 quarters since. 572 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Abound Wealth Management held 695 shares of iShares Core S&P US Value ETF worth $76.7K as of Q3 2026.
  • Abound Wealth Management bought 37 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $4.18K.
  • iShares Core S&P US Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #211 holding.
  • Abound Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.