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

Cyndeo 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	$576K	Buy	5,234 +6	+0.1%	+$649	0.03%	329
2026 Q1	$535K	Buy	5,228 +18	+0.3%	+$1.89K	0.03%	312
2025 Q4	$534K	Buy	5,210 +8	+0.2%	+$811	0.03%	307
2025 Q3	$520K	Buy	5,202 +6	+0.1%	+$584	0.03%	298
2025 Q2	$492K	Buy	5,196 +7	+0.1%	+$632	0.03%	307
2025 Q1	$479K	Buy	5,189 +5	+0.1%	+$469	0.03%	302
2024 Q4	$480K	Buy	5,184 +8	+0.2%	+$769	0.03%	303
2024 Q3	$494K	Buy	5,176 +8	+0.2%	+$736	0.03%	297
2024 Q2	$455K	Buy	5,168 +7	+0.1%	+$617	0.04%	293
2024 Q1	$467K	Buy	5,161 +7	+0.1%	+$602	0.04%	269
2023 Q4	$435K	Sell	5,154 -431	-8%	-$33.6K	0.04%	264
2023 Q3	$417K	Sell	5,585 -1,499	-21%	-$118K	0.04%	237
2023 Q2	$554K	Hold	7,084	–	–	0.06%	210
2023 Q1	$523K	Sell	7,084 -1,367	-16%	-$101K	0.06%	215
2022 Q4	$597K	Buy	+8,451	New	+$588K	0.07%	200

Other funds holding IUSV

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 0.11% in Q2 2026, buying an estimated $649 and bringing the position to 5,234 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #329.

Cyndeo Wealth Partners first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $597K in Q4 2022. 175 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Cyndeo Wealth Partners held 5,234 shares of iShares Core S&P US Value ETF worth $576K as of Q2 2026.
Cyndeo Wealth Partners bought 6 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $649.
iShares Core S&P US Value ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #329 holding.
Cyndeo Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's iShares Core S&P US Value ETF position peaked at $597K in Q4 2022.
175 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.