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

Clifford 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	$315K	Sell	3,081 -97	-3%	-$10.2K	0.24%	57
2025 Q4	$326K	Sell	3,178 -641	-17%	-$65K	0.25%	56
2025 Q3	$382K	Hold	3,819	–	–	0.3%	48
2025 Q2	$361K	Hold	3,819	–	–	0.3%	48
2025 Q1	$352K	Hold	3,819	–	–	0.33%	49
2024 Q4	$354K	Hold	3,819	–	–	0.27%	53
2024 Q3	$365K	Hold	3,819	–	–	0.28%	55
2024 Q2	$337K	Sell	3,819 -150	-4%	-$13.2K	0.27%	55
2024 Q1	$359K	Sell	3,969 -330	-8%	-$28.4K	0.3%	53
2023 Q4	$363K	Buy	4,299 +330	+8%	+$25.7K	0.34%	52
2023 Q3	$296K	Hold	3,969	–	–	0.32%	56
2023 Q2	$311K	Sell	3,969 -100	-2%	-$7.47K	0.33%	55
2023 Q1	$300K	Sell	4,069 -81	-2%	-$5.96K	0.36%	55
2022 Q4	$293K	Buy	+4,150	New	+$289K	0.37%	64

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

Clifford Group's IUSV Position: Q1 2026 in Review

Clifford Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.1% in Q1 2026, selling an estimated $10.2K and leaving 3,081 shares worth $315K. The position accounts for 0.24% of the portfolio, ranked #57.

Clifford Group first reported a position in IUSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $382K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Clifford Group held 3,081 shares of iShares Core S&P US Value ETF worth $315K as of Q1 2026.
Clifford Group sold 97 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $10.2K.
iShares Core S&P US Value ETF made up 0.24% of Clifford Group's portfolio in Q1 2026, its #57 holding.
Clifford Group first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 14 quarters since.
Clifford Group's iShares Core S&P US Value ETF position peaked at $382K in Q3 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.