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Eley Financial Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Eley Financial 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 		$5.27M Buy
51,500
+815
+2% +$85.5K 1.9% 17
2025
Q4 		$5.2M Buy
50,685
+794
+2% +$80.5K 1.87% 16
2025
Q3 		$4.99M Sell
49,891
-329
-0.7% -$32K 1.8% 17
2025
Q2 		$4.75M Buy
50,220
+47
+0.1% +$4.24K 1.82% 16
2025
Q1 		$4.62M Buy
50,173
+6
+0% +$563 1.85% 17
2024
Q4 		$4.64M Sell
50,167
-1,202
-2% -$116K 1.81% 19
2024
Q3 		$4.91M Sell
51,369
-1,670
-3% -$154K 1.97% 16
2024
Q2 		$4.67M Sell
53,039
-1,077
-2% -$94.9K 1.98% 15
2024
Q1 		$4.89M Sell
54,116
-509
-0.9% -$43.8K 2.11% 13
2023
Q4 		$4.61M Buy
54,625
+243
+0.4% +$18.9K 2.16% 14
2023
Q3 		$4.07M Sell
54,382
-870
-2% -$68.3K 2.07% 15
2023
Q2 		$4.32M Sell
55,252
-438
-0.8% -$32.7K 2.11% 14
2023
Q1 		$4.11M Sell
55,690
-1,127
-2% -$83K 2.12% 14
2022
Q4 		$4.01M Buy
+56,817
New +$3.95M 2.16% 11

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 $424B AUM 22.94% 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

Eley Financial Management's IUSV Position: Q1 2026 in Review

Eley Financial Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.6% in Q1 2026, buying an estimated $85.5K and bringing the position to 51,500 shares worth $5.27M. The position accounts for 1.9% of the portfolio, ranked #17.

Eley Financial Management first reported a position in IUSV in Q4 2022 and has held it in 14 quarters since. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Eley Financial Management held 51,500 shares of iShares Core S&P US Value ETF worth $5.27M as of Q1 2026.
  • Eley Financial Management bought 815 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $85.5K.
  • iShares Core S&P US Value ETF made up 1.9% of Eley Financial Management's portfolio in Q1 2026, its #17 holding.
  • Eley Financial Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.