Dynamic Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Dynamic Financial Group’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	$580K	Buy	5,673 +1	+0%	+$105	0.47%	31
2025 Q4	$582K	Sell	5,672 -139	-2%	-$14.1K	0.5%	31
2025 Q3	$581K	Buy	5,811 +128	+2%	+$12.5K	0.5%	26
2025 Q2	$538K	Buy	5,683 +622	+12%	+$56.1K	0.52%	27
2025 Q1	$467K	Hold	5,061	–	–	0.47%	23
2024 Q4	$469K	Buy	+5,061	New	+$487K	0.48%	23

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Dynamic Financial Group's IUSV Position: Q1 2026 in Review

Dynamic Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.02% in Q1 2026, buying an estimated $105 and bringing the position to 5,673 shares worth $580K. The position accounts for 0.47% of the portfolio, ranked #31.

Dynamic Financial Group first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $582K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Dynamic Financial Group held 5,673 shares of iShares Core S&P US Value ETF worth $580K as of Q1 2026.
Dynamic Financial Group bought 1 iShares Core S&P US Value ETF share in Q1 2026, an estimated $105.
iShares Core S&P US Value ETF made up 0.47% of Dynamic Financial Group's portfolio in Q1 2026, its #31 holding.
Dynamic Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
Dynamic Financial Group's iShares Core S&P US Value ETF position peaked at $582K in Q4 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.