BWCS
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Beirne Wealth Consulting Services's IUSV Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.4% in Q2 2026, selling an estimated $48K and leaving 7,807 shares worth $860K. The position accounts for 0.17% of the portfolio, ranked #50.

Beirne Wealth Consulting Services first reported a position in IUSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $899K in Q4 2024. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Beirne Wealth Consulting Services held 7,807 shares of iShares Core S&P US Value ETF worth $860K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 444 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $48K.
  • iShares Core S&P US Value ETF made up 0.17% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #50 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Beirne Wealth Consulting Services's iShares Core S&P US Value ETF position peaked at $899K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.