EWM
IUSV icon

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

Evermay 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 		$894K Sell
8,741
-494
-5% -$51.8K 0.1% 93
2025
Q4 		$947K Sell
9,235
-1,455
-14% -$148K 0.11% 89
2025
Q3 		$1.07M Sell
10,690
-1,001
-9% -$97.4K 0.12% 84
2025
Q2 		$1.11M Sell
11,691
-1,135
-9% -$102K 0.14% 75
2025
Q1 		$1.18M Sell
12,826
-150
-1% -$14.1K 0.16% 68
2024
Q4 		$1.2M Sell
12,976
-11
-0.1% -$1.06K 0.18% 69
2024
Q3 		$1.24M Sell
12,987
-425
-3% -$39.1K 0.2% 69
2024
Q2 		$1.18M Sell
13,412
-375
-3% -$33.1K 0.19% 68
2024
Q1 		$1.25M Sell
13,787
-8
-0.1% -$689 0.19% 67
2023
Q4 		$1.16M Buy
13,795
+1,196
+9% +$93.1K 0.21% 51
2023
Q3 		$944K Hold
12,599
– – 0.19% 57
2023
Q2 		$986K Buy
12,599
+275
+2% +$20.5K 0.19% 56
2023
Q1 		$909K Buy
12,324
+3,047
+33% +$224K 0.18% 61
2022
Q4 		$655K Buy
9,277
+8,877
+2,219% +$617K 0.13% 77
2022
Q3 		$25K Buy
+400
New +$27.6K 0.01% 328

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

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

Evermay Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.3% in Q1 2026, selling an estimated $51.8K and leaving 8,741 shares worth $894K. The position accounts for 0.1% of the portfolio, ranked #93.

Evermay Wealth Management first reported a position in IUSV in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Evermay Wealth Management held 8,741 shares of iShares Core S&P US Value ETF worth $894K as of Q1 2026.
  • Evermay Wealth Management sold 494 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $51.8K.
  • iShares Core S&P US Value ETF made up 0.1% of Evermay Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Evermay Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Evermay Wealth Management's iShares Core S&P US Value ETF position peaked at $1.25M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.