CWM
IUSV icon

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

Calamos 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 		$206K Hold
2,013
– – 0.01% 517
2025
Q4 		$206K Hold
2,013
– – 0.01% 437
2025
Q3 		$201K Buy
+2,013
New +$196K 0.01% 407

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

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

Calamos Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,013 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #517.

Calamos Wealth Management first reported a position in IUSV in Q3 2025 and has held it in 3 quarters since. The position peaked at $206K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Calamos Wealth Management held 2,013 shares of iShares Core S&P US Value ETF worth $206K as of Q1 2026.
  • Calamos 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 Calamos Wealth Management's portfolio in Q1 2026, its #517 holding.
  • Calamos 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.
  • Calamos Wealth Management's iShares Core S&P US Value ETF position peaked at $206K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.