Falcon Wealth Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Falcon Wealth Planning’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 Q2	$254K	Hold	2,305	–	–	0.02%	215
2026 Q1	$236K	Hold	2,305	–	–	0.02%	209
2025 Q4	$236K	Sell	2,305 -59	-2%	-$5.98K	0.02%	187
2025 Q3	$236K	Hold	2,364	–	–	0.02%	170
2025 Q2	$224K	Buy	+2,364	New	+$213K	0.02%	164

Other funds holding IUSV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return