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

Bright Futures 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	$490K	Sell	4,452 -1,115	-20%	-$121K	0.32%	96
2026 Q1	$569K	Sell	5,567 -269	-5%	-$28.2K	0.39%	78
2025 Q4	$598K	Sell	5,836 -147	-2%	-$14.9K	0.44%	72
2025 Q3	$598K	Buy	+5,983	New	+$582K	0.47%	68
2025 Q1	$447K	Hold	5,313	–	–	0.49%	63
2024 Q4	$508K	Hold	5,313	–	–	0.45%	64
2024 Q3	$505K	Hold	5,313	–	–	0.24%	115
2024 Q2	$480K	Hold	5,313	–	–	0.26%	113
2024 Q1	$467K	Buy	+5,313	New	+$457K	0.25%	110

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Bright Futures Wealth Management's IUSV Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 20% in Q2 2026, selling an estimated $121K and leaving 4,452 shares worth $490K. The position accounts for 0.32% of the portfolio, ranked #96.

Bright Futures Wealth Management first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $598K in Q4 2025. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Bright Futures Wealth Management held 4,452 shares of iShares Core S&P US Value ETF worth $490K as of Q2 2026.
Bright Futures Wealth Management sold 1,115 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $121K.
iShares Core S&P US Value ETF made up 0.32% of Bright Futures Wealth Management's portfolio in Q2 2026, its #96 holding.
Bright Futures Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's iShares Core S&P US Value ETF position peaked at $598K in Q4 2025.
251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.