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Diversify Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Diversify Wealth Management’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 		$2.42M Buy
22,613
+14,920
+194% +$1.56M 0.04% 326
2025
Q4 		$807K Buy
+7,693
New +$780K 0.04% 360

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 $7.49B AUM 24.82% 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

Diversify Wealth Management's IUSV Position: Q1 2026 in Review

Diversify Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 194% in Q1 2026, buying an estimated $1.56M and bringing the position to 22,613 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #326.

Diversify Wealth Management first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Diversify Wealth Management held 22,613 shares of iShares Core S&P US Value ETF worth $2.42M as of Q1 2026.
  • Diversify Wealth Management bought 14,920 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.56M.
  • iShares Core S&P US Value ETF made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #326 holding.
  • Diversify Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.