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

Barnes Wealth Management Group’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 		$709K Buy
6,936
+420
+6% +$44K 0.36% 77
2025
Q4 		$668K Sell
6,516
-38
-0.6% -$3.85K 0.36% 71
2025
Q3 		$655K Buy
6,554
+34
+0.5% +$3.31K 0.36% 71
2025
Q2 		$617K Sell
6,520
-197
-3% -$17.8K 0.36% 68
2025
Q1 		$620K Buy
6,717
+200
+3% +$18.8K 0.4% 63
2024
Q4 		$603K Buy
+6,517
New +$627K 0.4% 62

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 $9.54B AUM 19.86% 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

Barnes Wealth Management Group's IUSV Position: Q1 2026 in Review

Barnes Wealth Management Group increased its iShares Core S&P US Value ETF (IUSV) stake by 6.4% in Q1 2026, buying an estimated $44K and bringing the position to 6,936 shares worth $709K. The position accounts for 0.36% of the portfolio, ranked #77.

Barnes Wealth Management Group first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Barnes Wealth Management Group held 6,936 shares of iShares Core S&P US Value ETF worth $709K as of Q1 2026.
  • Barnes Wealth Management Group bought 420 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $44K.
  • iShares Core S&P US Value ETF made up 0.36% of Barnes Wealth Management Group's portfolio in Q1 2026, its #77 holding.
  • Barnes Wealth Management Group first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.