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

Angeles 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	$119K	Sell	1,165 -986	-46%	-$103K	0.01%	438
2025 Q4	$221K	Hold	2,151	–	–	0.01%	342
2025 Q3	$215K	Hold	2,151	–	–	0.01%	317
2025 Q2	$204K	Hold	2,151	–	–	0.01%	329
2025 Q1	$199K	Hold	2,151	–	–	0.02%	287
2024 Q4	$199K	Hold	2,151	–	–	0.02%	295
2024 Q3	$205K	Hold	2,151	–	–	0.02%	256
2024 Q2	$190K	Sell	2,151 -3,808	-64%	-$336K	0.02%	230
2024 Q1	$539K	Hold	5,959	–	–	0.05%	114
2023 Q4	$503K	Buy	5,959 +3,987	+202%	+$310K	0.06%	111
2023 Q3	$147K	Hold	1,972	–	–	0.02%	175
2023 Q2	$154K	Hold	1,972	–	–	0.02%	183
2023 Q1	$145K	Sell	1,972 -700	-26%	-$51.6K	0.02%	176
2022 Q4	$189K	Hold	2,672	–	–	0.03%	172
2022 Q3	$167K	Hold	2,672	–	–	0.03%	171
2022 Q2	$179K	Hold	2,672	–	–	0.04%	164
2022 Q1	$203K	Buy	+2,672	New	+$200K	0.04%	163

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Angeles Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 46% in Q1 2026, selling an estimated $103K and leaving 1,165 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #438.

Angeles Wealth Management first reported a position in IUSV in Q1 2022 and has held it in 17 quarters since. The position peaked at $539K in Q1 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Angeles Wealth Management held 1,165 shares of iShares Core S&P US Value ETF worth $119K as of Q1 2026.
Angeles Wealth Management sold 986 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $103K.
iShares Core S&P US Value ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #438 holding.
Angeles Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's iShares Core S&P US Value ETF position peaked at $539K in Q1 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.