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IUSV icon

CFO4Life Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

CFO4Life 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
Q1 		$1.59M Buy
15,566
+60
+0.4% +$6.29K 0.24% 58
2025
Q4 		$1.59M Buy
15,506
+83
+0.5% +$8.42K 0.23% 60
2025
Q3 		$1.54M Hold
15,423
– – 0.22% 59
2025
Q2 		$1.46M Hold
15,423
– – 0.23% 58
2025
Q1 		$1.42M Hold
15,423
– – 0.24% 59
2024
Q4 		$1.43M Hold
15,423
– – 0.25% 54
2024
Q3 		$1.47M Hold
15,423
– – 0.26% 51
2024
Q2 		$1.36M Hold
15,423
– – 0.26% 49
2024
Q1 		$1.39M Sell
15,423
-188
-1% -$16.2K 0.25% 49
2023
Q4 		$1.32M Buy
15,611
+188
+1% +$14.6K 0.25% 56
2023
Q3 		$1.15M Hold
15,423
– – 0.27% 51
2023
Q2 		$1.21M Hold
15,423
– – 0.26% 50
2023
Q1 		$1.14M Hold
15,423
– – 0.26% 48
2022
Q4 		$1.09M Hold
15,423
– – 0.23% 59
2022
Q3 		$966K Hold
15,423
– – 0.26% 45
2022
Q2 		$1.03M Hold
15,423
– – 0.26% 46
2022
Q1 		$1.17M Hold
15,423
– – 0.25% 46
2021
Q4 		$1.18M Hold
15,423
– – 0.24% 48
2021
Q3 		$1.09M Hold
15,423
– – 0.25% 47
2021
Q2 		$1.11M Hold
15,423
– – 0.26% 48
2021
Q1 		$1.06M Hold
15,423
– – 0.26% 45
2020
Q4 		$959K Hold
15,423
– – 0.28% 48
2020
Q3 		$837K Hold
15,423
– – 0.28% 44
2020
Q2 		$806K Hold
15,423
– – 0.31% 42
2020
Q1 		$712K Hold
15,423
– – 0.38% 38
2019
Q4 		$972K Hold
15,423
– – 0.41% 40
2019
Q3 		$891K Hold
15,423
– – 0.4% 40
2019
Q2 		$874K Hold
15,423
– – 0.4% 42
2019
Q1 		$846K Hold
15,423
– – 0.4% 43
2018
Q4 		$757K Hold
15,423
– – 0.33% 49
2018
Q3 		$870K Hold
15,423
– – 0.39% 49
2018
Q2 		$828K Buy
+15,423
New +$831K 0.35% 47

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

CFO4Life Group's IUSV Position: Q1 2026 in Review

CFO4Life Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.39% in Q1 2026, buying an estimated $6.29K and bringing the position to 15,566 shares worth $1.59M. The position accounts for 0.24% of the portfolio, ranked #58.

CFO4Life Group first reported a position in IUSV in Q2 2018 and has held it in 32 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • CFO4Life Group held 15,566 shares of iShares Core S&P US Value ETF worth $1.59M as of Q1 2026.
  • CFO4Life Group bought 60 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $6.29K.
  • iShares Core S&P US Value ETF made up 0.24% of CFO4Life Group's portfolio in Q1 2026, its #58 holding.
  • CFO4Life Group first reported a position in iShares Core S&P US Value ETF in Q2 2018 and has held it in 32 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.