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 Q3	$56.3K	Buy	511 +3	+0.6%	+$339	0.01%	329
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%	-$2.32K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Concord Wealth Partners's IUSV Position: Q3 2026 in Review

Concord Wealth Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 0.59% in Q3 2026, buying an estimated $339 and bringing the position to 511 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #329.

Concord Wealth Partners first reported a position in IUSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $142K in Q4 2020. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Concord Wealth Partners held 511 shares of iShares Core S&P US Value ETF worth $56.3K as of Q3 2026.
Concord Wealth Partners bought 3 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $339.
iShares Core S&P US Value ETF made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #329 holding.
Concord Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's iShares Core S&P US Value ETF position peaked at $142K in Q4 2020.
733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.