FWP
IUSV icon

FAS Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

FAS Wealth Partners’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 		$31.1K Buy
282
+1
+0.4% +$108 ﹤0.01% 441
2026
Q1 		$28.7K Buy
+281
New +$29.5K ﹤0.01% 427
2023
Q4 		– Sell
-512
Closed -$38.2K – 437
2023
Q3 		$38.2K Buy
+512
New +$40.2K ﹤0.01% 334

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

FAS Wealth Partners's IUSV Position: Q2 2026 in Review

FAS Wealth Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 0.36% in Q2 2026, buying an estimated $108 and bringing the position to 282 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

FAS Wealth Partners first reported a position in IUSV in Q3 2023 and has held it in 3 quarters since. The position peaked at $38.2K in Q3 2023. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • FAS Wealth Partners held 282 shares of iShares Core S&P US Value ETF worth $31.1K as of Q2 2026.
  • FAS Wealth Partners bought 1 iShares Core S&P US Value ETF share in Q2 2026, an estimated $108.
  • iShares Core S&P US Value ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #441 holding.
  • FAS Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 3 quarters since.
  • FAS Wealth Partners's iShares Core S&P US Value ETF position peaked at $38.2K in Q3 2023.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.