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

Boyd 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
Q3 		$1.73M Buy
15,647
+2,372
+18% +$268K 0.6% 23
2026
Q2 		$1.46M Sell
13,275
-962
-7% -$104K 0.55% 22
2026
Q1 		$1.46M Buy
14,237
+2
+0% +$210 0.62% 22
2025
Q4 		$1.46M Sell
14,235
-2,059
-13% -$209K 0.62% 22
2025
Q3 		$1.63M Sell
16,294
-49
-0.3% -$4.77K 0.7% 23
2025
Q2 		$1.55M Buy
16,343
+5,408
+49% +$488K 0.67% 23
2025
Q1 		$1.01M Buy
10,935
+243
+2% +$22.8K 0.5% 22
2024
Q4 		$990K Buy
10,692
+608
+6% +$58.5K 0.49% 24
2024
Q3 		$963K Buy
10,084
+1,206
+14% +$111K 0.49% 25
2024
Q2 		$782K Buy
8,878
+815
+10% +$71.8K 0.43% 26
2024
Q1 		$729K Sell
8,063
-340
-4% -$29.3K 0.42% 27
2023
Q4 		$709K Buy
8,403
+1,353
+19% +$105K 0.44% 27
2023
Q3 		$526K Sell
7,050
-1,670
-19% -$131K 0.35% 31
2023
Q2 		$682K Sell
8,720
-855
-9% -$63.9K 0.41% 27
2023
Q1 		$706K Buy
9,575
+1,732
+22% +$128K 0.49% 26
2022
Q4 		$554K Buy
7,843
+2,612
+50% +$182K 0.41% 30
2022
Q3 		$327K Sell
5,231
-395
-7% -$27.3K 0.26% 36
2022
Q2 		$376K Buy
+5,626
New +$404K 0.31% 35

Other funds holding IUSV

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Boyd Wealth Management's IUSV Position: Q3 2026 in Review

Boyd Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 18% in Q3 2026, buying an estimated $268K and bringing the position to 15,647 shares worth $1.73M. The position accounts for 0.6% of the portfolio, ranked #23.

Boyd Wealth Management first reported a position in IUSV in Q2 2022 and has held it in 18 quarters since. 147 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Boyd Wealth Management held 15,647 shares of iShares Core S&P US Value ETF worth $1.73M as of Q3 2026.
  • Boyd Wealth Management bought 2,372 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $268K.
  • iShares Core S&P US Value ETF made up 0.6% of Boyd Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Boyd Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.