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

Cassaday & Co 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	$291K	Buy	+2,846	New	+$298K	0.01%	288

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Cassaday & Co Wealth Management's IUSV Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 2,846 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Cassaday & Co Wealth Management held 2,846 shares of iShares Core S&P US Value ETF worth $291K as of Q1 2026.
iShares Core S&P US Value ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
iShares Core S&P US Value ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #288 holding.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.