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IUSV icon

Beirne Wealth Consulting Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		$860K Sell
7,807
-444
-5% -$48K 0.17% 50
2026
Q1 		$844K Buy
8,251
+296
+4% +$31K 0.24% 53
2025
Q4 		$816K Sell
7,955
-394
-5% -$40K 0.24% 55
2025
Q3 		$835K Sell
8,349
-203
-2% -$19.8K 0.2% 71
2025
Q2 		$809K Sell
8,552
-826
-9% -$74.5K 0.26% 50
2025
Q1 		$866K Sell
9,378
-331
-3% -$31.1K 0.31% 44
2024
Q4 		$899K Buy
9,709
+357
+4% +$34.3K 0.32% 43
2024
Q3 		$893K Buy
9,352
+666
+8% +$61.2K 0.31% 46
2024
Q2 		$766K Buy
8,686
+1,988
+30% +$175K 0.31% 48
2024
Q1 		$606K Buy
6,698
+1
+0% +$86 0.26% 54
2023
Q4 		$565K Sell
6,697
-697
-9% -$54.3K 0.28% 69
2023
Q3 		$579K Hold
7,394
– – 0.46% 44
2023
Q2 		$579K Hold
7,394
– – 0.46% 44
2023
Q1 		$546K Sell
7,394
-1,129
-13% -$83.1K 0.38% 51
2022
Q4 		$602K Sell
8,523
-202
-2% -$14K 0.3% 48
2022
Q3 		$546K Buy
8,725
+4,624
+113% +$319K 0.21% 59
2022
Q2 		$274K Buy
+4,101
New +$295K 0.18% 73

Other funds holding IUSV

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return