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

Cosner Financial 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 		$14.3M Buy
139,863
+345
+0.2% +$36.2K 7.86% 5
2025
Q4 		$14.3M Buy
139,518
+865
+0.6% +$87.7K 7.3% 6
2025
Q3 		$13.9M Sell
138,653
-2,199
-2% -$214K 7.45% 7
2025
Q2 		$13.3M Sell
140,852
-3,450
-2% -$311K 7.42% 7
2025
Q1 		$13.3M Buy
144,302
+2,165
+2% +$203K 8.14% 5
2024
Q4 		$13.2M Buy
142,137
+1,512
+1% +$145K 8.34% 3
2024
Q3 		$13.4M Sell
140,625
-911
-0.6% -$83.8K 8.66% 3
2024
Q2 		$12.5M Sell
141,536
-1,458
-1% -$129K 8.82% 3
2024
Q1 		$12.9M Buy
142,994
+2,048
+1% +$176K 9.26% 3
2023
Q4 		$11.9M Buy
140,946
+11,389
+9% +$887K 10.04% 3
2023
Q3 		$9.67M Sell
129,557
-2,436
-2% -$191K 8.52% 3
2023
Q2 		$10.3M Buy
+131,993
New +$9.86M 8.51% 3

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Cosner Financial Group's IUSV Position: Q1 2026 in Review

Cosner Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.25% in Q1 2026, buying an estimated $36.2K and bringing the position to 139,863 shares worth $14.3M. The position accounts for 7.86% of the portfolio, ranked #5.

Cosner Financial Group first reported a position in IUSV in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Cosner Financial Group held 139,863 shares of iShares Core S&P US Value ETF worth $14.3M as of Q1 2026.
  • Cosner Financial Group bought 345 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $36.2K.
  • iShares Core S&P US Value ETF made up 7.86% of Cosner Financial Group's portfolio in Q1 2026, its #5 holding.
  • Cosner Financial Group first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Cosner Financial Group's iShares Core S&P US Value ETF position peaked at $14.3M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.