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 Q3	$406K	Sell	3,680 -4,073	-53%	-$461K	0.02%	301
2026 Q2	$854K	Buy	7,753 +4,003	+107%	+$433K	0.04%	182
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Diversified Enterprises's IUSV Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares Core S&P US Value ETF (IUSV) stake by 53% in Q3 2026, selling an estimated $461K and leaving 3,680 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #301.

Diversified Enterprises first reported a position in IUSV in Q3 2024 and has held it in 9 quarters since. The position peaked at $854K in Q2 2026. 355 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Diversified Enterprises held 3,680 shares of iShares Core S&P US Value ETF worth $406K as of Q3 2026.
Diversified Enterprises sold 4,073 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $461K.
iShares Core S&P US Value ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #301 holding.
Diversified Enterprises first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares Core S&P US Value ETF position peaked at $854K in Q2 2026.
355 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.