AWM
IUSV icon

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

AE 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 		$441K Buy
4,310
+1,351
+46% +$142K ﹤0.01% 1174
2025
Q4 		$303K Sell
2,959
-1,308
-31% -$133K ﹤0.01% 1306
2025
Q3 		$426K Sell
4,267
-665
-13% -$64.7K ﹤0.01% 1031
2025
Q2 		$467K Buy
4,932
+818
+20% +$73.8K ﹤0.01% 945
2025
Q1 		$380K Sell
4,114
-152
-4% -$14.3K ﹤0.01% 1002
2024
Q4 		$395K Sell
4,266
-912
-18% -$87.7K ﹤0.01% 981
2024
Q3 		$494K Buy
5,178
+830
+19% +$76.3K ﹤0.01% 889
2024
Q2 		$383K Sell
4,348
-18,318
-81% -$1.61M ﹤0.01% 960
2024
Q1 		$2.05M Sell
22,666
-229,055
-91% -$19.7M 0.02% 482
2023
Q4 		$21.3M Buy
251,721
+85,466
+51% +$6.66M 0.11% 212
2023
Q3 		$12.4M Sell
166,255
-24,164
-13% -$1.9M 0.07% 327
2023
Q2 		$14.9M Buy
190,419
+23,623
+14% +$1.76M 0.09% 269
2023
Q1 		$12.3M Buy
166,796
+3,851
+2% +$284K 0.08% 305
2022
Q4 		$11.5M Buy
162,945
+26,355
+19% +$1.83M 0.08% 284
2022
Q3 		$8.55M Buy
136,590
+8,196
+6% +$566K 0.07% 312
2022
Q2 		$8.59M Buy
128,394
+1,321
+1% +$94.9K 0.07% 304
2022
Q1 		$9.64M Sell
127,073
-128
-0.1% -$9.59K 0.07% 290
2021
Q4 		$9.71M Buy
127,201
+9,071
+8% +$673K 0.07% 267
2021
Q3 		$8.37M Buy
118,130
+4,020
+4% +$292K 0.07% 268
2021
Q2 		$8.21M Buy
114,110
+3,576
+3% +$257K 0.07% 254
2021
Q1 		$7.62M Sell
110,534
-2,912
-3% -$191K 0.08% 250
2020
Q4 		$7.05M Buy
113,446
+7,046
+7% +$413K 0.08% 227
2020
Q3 		$5.78M Sell
106,400
-8,212
-7% -$449K 0.08% 212
2020
Q2 		$5.99M Buy
114,612
+27,486
+32% +$1.4M 0.09% 201
2020
Q1 		$4.02M Buy
87,126
+29,754
+52% +$1.71M 0.09% 198
2019
Q4 		$3.62M Buy
57,372
+24,176
+73% +$1.46M 0.08% 230
2019
Q3 		$1.92M Buy
+33,196
New +$1.89M 0.06% 286

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 $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

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

AE Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 46% in Q1 2026, buying an estimated $142K and bringing the position to 4,310 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

AE Wealth Management first reported a position in IUSV in Q3 2019 and has held it in 27 quarters since. The position peaked at $21.3M in Q4 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • AE Wealth Management held 4,310 shares of iShares Core S&P US Value ETF worth $441K as of Q1 2026.
  • AE Wealth Management bought 1,351 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $142K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1174 holding.
  • AE Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2019 and has held it in 27 quarters since.
  • AE Wealth Management's iShares Core S&P US Value ETF position peaked at $21.3M in Q4 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.