DWA
IUSV icon

Delap Wealth Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

Delap Wealth Advisory’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 		$339K Hold
3,320
– – 0.13% 71
2025
Q4 		$340K Hold
3,320
– – 0.13% 77
2025
Q3 		$333K Buy
+3,320
New +$323K 0.14% 68

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 $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

Delap Wealth Advisory's IUSV Position: Q1 2026 in Review

Delap Wealth Advisory held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 3,320 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #71.

Delap Wealth Advisory first reported a position in IUSV in Q3 2025 and has held it in 3 quarters since. The position peaked at $340K in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Delap Wealth Advisory held 3,320 shares of iShares Core S&P US Value ETF worth $339K as of Q1 2026.
  • Delap Wealth Advisory left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.13% of Delap Wealth Advisory's portfolio in Q1 2026, its #71 holding.
  • Delap Wealth Advisory first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Delap Wealth Advisory's iShares Core S&P US Value ETF position peaked at $340K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.