Discipline Wealth Solutions
IUSV icon

Discipline Wealth Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Discipline Wealth Solutions’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 		$227K Buy
2,058
+58
+3% +$6.56K 0.02% 188
2026
Q2 		$220K Hold
2,000
– – 0.02% 189
2026
Q1 		$204K Hold
2,000
– – 0.02% 191
2025
Q4 		$205K Buy
+2,000
New +$203K 0.04% 164

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Discipline Wealth Solutions's IUSV Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 2.9% in Q3 2026, buying an estimated $6.56K and bringing the position to 2,058 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #188.

Discipline Wealth Solutions first reported a position in IUSV in Q4 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Discipline Wealth Solutions held 2,058 shares of iShares Core S&P US Value ETF worth $227K as of Q3 2026.
  • Discipline Wealth Solutions bought 58 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $6.56K.
  • iShares Core S&P US Value ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #188 holding.
  • Discipline Wealth Solutions first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.