DI
IUSV icon

DDFG Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

DDFG Inc’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 		$34.3M Buy
310,953
+10,554
+4% +$1.19M 6.75% 3
2026
Q2 		$33.1M Buy
300,399
+3,036
+1% +$329K 6.57% 3
2026
Q1 		$30.4M Buy
297,363
+17,053
+6% +$1.79M 6.55% 4
2025
Q4 		$28.7M Buy
280,310
+9,196
+3% +$932K 6.29% 4
2025
Q3 		$27.1M Buy
271,114
+12,478
+5% +$1.21M 6.26% 4
2025
Q2 		$24.5M Buy
258,636
+2,894
+1% +$261K 6.16% 4
2025
Q1 		$23.6M Buy
255,742
+14,488
+6% +$1.36M 6.54% 5
2024
Q4 		$22.3M Buy
241,254
+13,713
+6% +$1.32M 6.45% 4
2024
Q3 		$21.7M Buy
227,541
+6,614
+3% +$608K 6.21% 5
2024
Q2 		$19.5M Buy
220,927
+5,703
+3% +$503K 6.02% 6
2024
Q1 		$19.5M Sell
215,224
-4,467
-2% -$384K 6.18% 6
2023
Q4 		$18.5M Buy
219,691
+2,098
+1% +$163K 6.27% 6
2023
Q3 		$16.2M Sell
217,593
-5,810
-3% -$456K 5.99% 6
2023
Q2 		$17.5M Buy
223,403
+8,957
+4% +$669K 6.44% 4
2023
Q1 		$15.8M Buy
214,446
+9,907
+5% +$730K 6.15% 5
2022
Q4 		$14.4M Buy
+204,539
New +$14.2M 5.98% 5

Other funds holding IUSV

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

DDFG Inc's IUSV Position: Q3 2026 in Review

DDFG Inc increased its iShares Core S&P US Value ETF (IUSV) stake by 3.5% in Q3 2026, buying an estimated $1.19M and bringing the position to 310,953 shares worth $34.3M. The position accounts for 6.75% of the portfolio, ranked #3.

DDFG Inc first reported a position in IUSV in Q4 2022 and has held it in 16 quarters since. 379 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • DDFG Inc held 310,953 shares of iShares Core S&P US Value ETF worth $34.3M as of Q3 2026.
  • DDFG Inc bought 10,554 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $1.19M.
  • iShares Core S&P US Value ETF made up 6.75% of DDFG Inc's portfolio in Q3 2026, its #3 holding.
  • DDFG Inc first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.