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IUSV icon

Concord Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Concord Wealth Partners’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 		$56K Buy
+508
New +$55K 0.01% 353
2026
Q1 		– Sell
-504
Closed -$51.7K – 494
2025
Q4 		$51.7K Buy
504
+2
+0.4% +$203 0.01% 322
2025
Q3 		$50.1K Buy
502
+3
+0.6% +$292 0.01% 336
2025
Q2 		$47.2K Buy
499
+2
+0.4% +$181 0.01% 348
2025
Q1 		$45.9K Buy
497
+2
+0.4% +$188 0.01% 329
2024
Q4 		$45.8K Buy
495
+3
+0.6% +$289 0.01% 342
2024
Q3 		$47K Buy
492
+3
+0.6% +$276 0.01% 347
2024
Q2 		$43.1K Buy
489
+2
+0.4% +$176 0.01% 330
2024
Q1 		$44K Buy
487
+3
+0.6% +$258 0.01% 370
2023
Q4 		$40.8K Buy
484
+5
+1% +$389 0.01% 381
2023
Q3 		$35.8K Hold
479
– – 0.01% 422
2023
Q2 		$37.5K Sell
479
-31
-6% -$2.31K 0.01% 403
2023
Q1 		$37.7K Buy
510
+2
+0.4% +$147 0.01% 388
2022
Q4 		$35.9K Buy
+508
New +$35.3K 0.01% 426
2022
Q3 		– Sell
-502
Closed -$34K – 641
2022
Q2 		$34K Sell
502
-51
-9% -$3.66K 0.01% 433
2022
Q1 		$42K Sell
553
-27
-5% -$2.02K 0.01% 470
2021
Q4 		$44K Buy
580
+547
+1,658% +$40.6K 0.01% 471
2021
Q3 		$2K Hold
33
– – ﹤0.01% 754
2021
Q2 		$2K Hold
33
– – ﹤0.01% 890
2021
Q1 		$2K Sell
33
-2,255
-99% -$148K ﹤0.01% 827
2020
Q4 		$142K Buy
+2,288
New +$134K 0.11% 101

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
AL
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

Concord Wealth Partners's IUSV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 508 shares worth $56K. The stake represents 0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IUSV as recently as Q4 2025.

Concord Wealth Partners first reported a position in IUSV in Q4 2020 and has held it in 21 quarters since. The position peaked at $142K in Q4 2020. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Concord Wealth Partners held 508 shares of iShares Core S&P US Value ETF worth $56K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #353 holding.
  • Concord Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares Core S&P US Value ETF position peaked at $142K in Q4 2020.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.