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

BIP Wealth’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 		$484K Buy
4,732
+623
+15% +$65.3K 0.02% 303
2025
Q4 		$421K Buy
4,109
+1
+0% +$101 0.01% 319
2025
Q3 		$411K Sell
4,108
-79
-2% -$7.69K 0.02% 198
2025
Q2 		$396K Sell
4,187
-505
-11% -$45.6K 0.02% 173
2025
Q1 		$433K Sell
4,692
-54
-1% -$5.07K 0.03% 167
2024
Q4 		$439K Buy
4,746
+355
+8% +$34.1K 0.03% 163
2024
Q3 		$419K Buy
4,391
+1
+0% +$92 0.03% 149
2024
Q2 		$387K Sell
4,390
-830
-16% -$73.2K 0.03% 131
2024
Q1 		$472K Buy
+5,220
New +$449K 0.03% 129

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 $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BIP Wealth's IUSV Position: Q1 2026 in Review

BIP Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 15% in Q1 2026, buying an estimated $65.3K and bringing the position to 4,732 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #303.

BIP Wealth first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • BIP Wealth held 4,732 shares of iShares Core S&P US Value ETF worth $484K as of Q1 2026.
  • BIP Wealth bought 623 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $65.3K.
  • iShares Core S&P US Value ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #303 holding.
  • BIP Wealth first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.