AP
IUSV icon

Atwood & Palmer’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atwood & Palmer’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 		– Sell
-53
Closed -$5.84K – 509
2026
Q2 		$5.84K Hold
53
– – ﹤0.01% 399
2026
Q1 		$5.42K Hold
53
– – ﹤0.01% 406
2025
Q4 		$5.43K Hold
53
– – ﹤0.01% 413
2025
Q3 		$5.3K Buy
+53
New +$5.16K ﹤0.01% 419

Other funds holding IUSV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atwood & Palmer's IUSV Position: Q3 2026 in Review

Atwood & Palmer sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2026, closing a stake of 53 shares — an estimated $5.84K sold.

Atwood & Palmer first reported a position in IUSV in Q3 2025 and held it in 4 quarters. The position peaked at $5.84K in Q2 2026. 31 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Atwood & Palmer reported no remaining iShares Core S&P US Value ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 53 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $5.84K.
  • Atwood & Palmer first reported a position in iShares Core S&P US Value ETF in Q3 2025 and held it in 4 quarters.
  • Atwood & Palmer's iShares Core S&P US Value ETF position peaked at $5.84K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.