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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
Q1 		$205K Hold
2,000
– – 0.02% 191
2025
Q4 		$205K Buy
+2,000
New +$203K 0.04% 164

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 $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Discipline Wealth Solutions's IUSV Position: Q1 2026 in Review

Discipline Wealth Solutions held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,000 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #191.

Discipline Wealth Solutions first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $205K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Discipline Wealth Solutions held 2,000 shares of iShares Core S&P US Value ETF worth $205K as of Q1 2026.
  • Discipline Wealth Solutions left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q1 2026, its #191 holding.
  • Discipline Wealth Solutions first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Discipline Wealth Solutions's iShares Core S&P US Value ETF position peaked at $205K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.