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

Bartlett & Co 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 		$65.7K Hold
611
– – ﹤0.01% 632
2025
Q4 		$62.7K Hold
611
– – ﹤0.01% 625
2025
Q3 		$61.1K Sell
611
-39
-6% -$3.8K ﹤0.01% 637
2025
Q2 		$61.5K Buy
650
+39
+6% +$3.52K ﹤0.01% 622
2025
Q1 		$56.4K Hold
611
– – ﹤0.01% 628
2024
Q4 		$56.6K Hold
611
– – ﹤0.01% 620
2024
Q3 		$58.3K Hold
611
– – ﹤0.01% 632
2024
Q2 		$53.8K Buy
+611
New +$53.9K ﹤0.01% 647
2024
Q1 		– Sell
-365
Closed -$30.9K – 1174
2023
Q4 		$30.9K Hold
365
– – ﹤0.01% 788
2023
Q3 		$27.4K Hold
365
– – ﹤0.01% 754
2023
Q2 		$28.6K Hold
365
– – ﹤0.01% 757
2023
Q1 		$26.9K Hold
365
– – ﹤0.01% 662
2022
Q4 		$25.8K Hold
365
– – ﹤0.01% 673
2022
Q3 		$22.9K Hold
365
– – ﹤0.01% 679
2022
Q2 		$24.4K Hold
365
– – ﹤0.01% 697
2022
Q1 		$27.7K Buy
+365
New +$27.4K ﹤0.01% 680
2021
Q4 		– Sell
-75
Closed -$5.32K – 643
2021
Q3 		$5.32K Sell
75
-125
-63% -$9.08K ﹤0.01% 761
2021
Q2 		$14.4K Hold
200
– – ﹤0.01% 658
2021
Q1 		$13.8K Buy
200
+125
+167% +$8.2K ﹤0.01% 701
2020
Q4 		$4.66K Buy
+75
New +$4.39K ﹤0.01% 800

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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bartlett & Co Wealth Management's IUSV Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 611 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Bartlett & Co Wealth Management first reported a position in IUSV in Q4 2020 and has held it in 20 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Bartlett & Co Wealth Management held 611 shares of iShares Core S&P US Value ETF worth $65.7K as of Q1 2026.
  • Bartlett & Co Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #632 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 20 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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