Carr Financial Group
IUSV icon

Carr Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Carr Financial Group’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 		$1.51M Buy
13,727
+1,060
+8% +$120K 0.34% 51
2026
Q2 		$1.4M Buy
12,667
+52
+0.4% +$5.63K 0.32% 51
2026
Q1 		$1.29M Buy
12,615
+48
+0.4% +$5.03K 0.34% 53
2025
Q4 		$1.29M Buy
12,567
+67
+0.5% +$6.79K 0.34% 53
2025
Q3 		$1.25M Buy
12,500
+34
+0.3% +$3.31K 0.34% 57
2025
Q2 		$1.18M Buy
12,466
+58
+0.5% +$5.24K 0.35% 53
2025
Q1 		$1.15M Buy
12,408
+49
+0.4% +$4.6K 0.38% 51
2024
Q4 		$1.14M Buy
12,359
+43
+0.3% +$4.14K 0.36% 57
2024
Q3 		$1.18M Buy
12,316
+104
+0.9% +$9.6K 0.34% 56
2024
Q2 		$1.08M Sell
12,212
-206
-2% -$18.2K 0.34% 54
2024
Q1 		$1.12M Buy
12,418
+265
+2% +$22.8K 0.37% 55
2023
Q4 		$1.02M Hold
12,153
– – 0.38% 49
2023
Q3 		$925K Hold
12,153
– – 0.37% 52
2023
Q2 		$951K Buy
12,153
+3,000
+33% +$224K 0.38% 50
2023
Q1 		$675K Sell
9,153
-67
-0.7% -$4.93K 0.3% 63
2022
Q4 		$651K Buy
+9,220
New +$641K 0.34% 66

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Carr Financial Group's IUSV Position: Q3 2026 in Review

Carr Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 8.4% in Q3 2026, buying an estimated $120K and bringing the position to 13,727 shares worth $1.51M. The position accounts for 0.34% of the portfolio, ranked #51.

Carr Financial Group first reported a position in IUSV in Q4 2022 and has held it in 16 quarters since. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Carr Financial Group held 13,727 shares of iShares Core S&P US Value ETF worth $1.51M as of Q3 2026.
  • Carr Financial Group bought 1,060 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $120K.
  • iShares Core S&P US Value ETF made up 0.34% of Carr Financial Group's portfolio in Q3 2026, its #51 holding.
  • Carr Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.