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 Q2	$1.21M	Sell	10,996 -4,570	-29%	-$495K	0.16%	71
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

CFO4Life Group's IUSV Position: Q2 2026 in Review

CFO4Life Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 29% in Q2 2026, selling an estimated $495K and leaving 10,996 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #71.

CFO4Life Group first reported a position in IUSV in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.59M in Q1 2026. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

CFO4Life Group held 10,996 shares of iShares Core S&P US Value ETF worth $1.21M as of Q2 2026.
CFO4Life Group sold 4,570 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $495K.
iShares Core S&P US Value ETF made up 0.16% of CFO4Life Group's portfolio in Q2 2026, its #71 holding.
CFO4Life Group first reported a position in iShares Core S&P US Value ETF in Q2 2018 and has held it in 33 quarters since.
CFO4Life Group's iShares Core S&P US Value ETF position peaked at $1.59M in Q1 2026.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.