Delap Wealth Advisory
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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
Q3 		– Sell
-3,320
Closed -$366K – 85
2026
Q2 		$366K Hold
3,320
– – 0.12% 72
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Delap Wealth Advisory's IUSV Position: Q3 2026 in Review

Delap Wealth Advisory sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2026, closing a stake of 3,320 shares — an estimated $366K sold.

Delap Wealth Advisory first reported a position in IUSV in Q3 2025 and held it in 4 quarters. The position peaked at $366K in Q2 2026. 540 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Delap Wealth Advisory reported no remaining iShares Core S&P US Value ETF position as of Q3 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 3,320 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $366K.
  • Delap Wealth Advisory first reported a position in iShares Core S&P US Value ETF in Q3 2025 and held it in 4 quarters.
  • Delap Wealth Advisory's iShares Core S&P US Value ETF position peaked at $366K in Q2 2026.
  • 540 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.