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

Bernard 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 		$2.15K Hold
21
– – ﹤0.01% 288
2025
Q4 		$2.15K Sell
21
-1
-5% -$101 ﹤0.01% 279
2025
Q3 		$2.2K Buy
+22
New +$2.14K ﹤0.01% 269

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

Bernard Wealth Management's IUSV Position: Q1 2026 in Review

Bernard Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 21 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Bernard Wealth Management first reported a position in IUSV in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.2K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Bernard Wealth Management held 21 shares of iShares Core S&P US Value ETF worth $2.15K as of Q1 2026.
  • Bernard 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 Bernard Wealth Management's portfolio in Q1 2026, its #288 holding.
  • Bernard Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Bernard Wealth Management's iShares Core S&P US Value ETF position peaked at $2.2K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.