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Diversified Enterprises’s iShares Core S&P US Value ETF IUSV Stock Holding History

Diversified Enterprises’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 		$383K Sell
3,750
-61
-2% -$6.4K 0.02% 281
2025
Q4 		$391K Sell
3,811
-415
-10% -$42.1K 0.02% 257
2025
Q3 		$422K Buy
4,226
+853
+25% +$83K 0.03% 183
2025
Q2 		$319K Sell
3,373
-184
-5% -$16.6K 0.02% 216
2025
Q1 		$328K Buy
3,557
+8
+0.2% +$751 0.03% 212
2024
Q4 		$329K Buy
3,549
+139
+4% +$13.4K 0.03% 173
2024
Q3 		$326K Buy
+3,410
New +$314K 0.04% 167

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 $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

Diversified Enterprises's IUSV Position: Q1 2026 in Review

Diversified Enterprises reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.6% in Q1 2026, selling an estimated $6.4K and leaving 3,750 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #281.

Diversified Enterprises first reported a position in IUSV in Q3 2024 and has held it in 7 quarters since. The position peaked at $422K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Diversified Enterprises held 3,750 shares of iShares Core S&P US Value ETF worth $383K as of Q1 2026.
  • Diversified Enterprises sold 61 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $6.4K.
  • iShares Core S&P US Value ETF made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #281 holding.
  • Diversified Enterprises first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's iShares Core S&P US Value ETF position peaked at $422K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.