BWM
IUSV icon

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

Boyd Wealth Management's IUSV Position: Q2 2026 in Review

Boyd Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 6.8% in Q2 2026, selling an estimated $104K and leaving 13,275 shares worth $1.46M. The position accounts for 0.55% of the portfolio, ranked #22.

Boyd Wealth Management first reported a position in IUSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.63M in Q3 2025. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Boyd Wealth Management held 13,275 shares of iShares Core S&P US Value ETF worth $1.46M as of Q2 2026.
  • Boyd Wealth Management sold 962 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $104K.
  • iShares Core S&P US Value ETF made up 0.55% of Boyd Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Boyd Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Boyd Wealth Management's iShares Core S&P US Value ETF position peaked at $1.63M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.