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

Destiny 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	–	Sell	-100	Closed	-$10.2K	–	626
2026 Q1	$10.2K	Buy	+100	New	+$10.5K	﹤0.01%	917
2023 Q1	–	Sell	-559	Closed	-$39.5K	–	403
2022 Q4	$39.5K	Buy	559 +29	+5%	+$2.02K	0.01%	322
2022 Q3	$33K	Hold	530	–	–	0.01%	311
2022 Q2	$35K	Sell	530 -1,183	-69%	-$85K	0.01%	308
2022 Q1	$130K	Buy	1,713 +1,523	+802%	+$114K	0.03%	196
2021 Q4	$15K	Hold	190	–	–	﹤0.01%	412
2021 Q3	$13K	Buy	+190	New	+$13.8K	﹤0.01%	401

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

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

Destiny Wealth Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 100 shares — an estimated $10.2K sold.

Destiny Wealth Partners first reported a position in IUSV in Q3 2021 and held it in 7 quarters. The position peaked at $130K in Q1 2022. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 100 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $10.2K.
Destiny Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 7 quarters.
Destiny Wealth Partners's iShares Core S&P US Value ETF position peaked at $130K in Q1 2022.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.