Coordinated Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Coordinated Financial Services’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	$694K	Buy	6,787 +58	+0.9%	+$6.08K	0.4%	77
2025 Q4	$690K	Sell	6,729 -224	-3%	-$22.7K	0.4%	79
2025 Q3	$695K	Sell	6,953 -92	-1%	-$8.96K	0.45%	70
2025 Q2	$667K	Sell	7,045 -313	-4%	-$28.2K	0.46%	66
2025 Q1	$679K	Buy	7,358 +194	+3%	+$18.2K	0.52%	58
2024 Q4	$663K	Buy	+7,164	New	+$689K	0.52%	56
2024 Q2	$647K	Sell	7,336 -296	-4%	-$26.1K	0.55%	49
2024 Q1	$690K	Buy	+7,632	New	+$657K	0.6%	44

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

Coordinated Financial Services's IUSV Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Core S&P US Value ETF (IUSV) stake by 0.86% in Q1 2026, buying an estimated $6.08K and bringing the position to 6,787 shares worth $694K. The position accounts for 0.4% of the portfolio, ranked #77.

Coordinated Financial Services first reported a position in IUSV in Q1 2024 and has held it in 8 quarters since. The position peaked at $695K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Coordinated Financial Services held 6,787 shares of iShares Core S&P US Value ETF worth $694K as of Q1 2026.
Coordinated Financial Services bought 58 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $6.08K.
iShares Core S&P US Value ETF made up 0.4% of Coordinated Financial Services's portfolio in Q1 2026, its #77 holding.
Coordinated Financial Services first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Core S&P US Value ETF position peaked at $695K in Q3 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.