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

Fiduciary 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 		$215K Hold
2,100
– – 0.02% 285
2025
Q4 		$215K Hold
2,100
– – 0.02% 282
2025
Q3 		$210K Buy
+2,100
New +$204K 0.02% 281
2024
Q4 		– Sell
-2,100
Closed -$201K – 275
2024
Q3 		$201K Buy
+2,100
New +$193K 0.02% 270

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 $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
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

Fiduciary Group's IUSV Position: Q1 2026 in Review

Fiduciary Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,100 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #285.

Fiduciary Group first reported a position in IUSV in Q3 2024 and has held it in 4 quarters since. The position peaked at $215K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Fiduciary Group held 2,100 shares of iShares Core S&P US Value ETF worth $215K as of Q1 2026.
  • Fiduciary Group left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #285 holding.
  • Fiduciary Group first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 4 quarters since.
  • Fiduciary Group's iShares Core S&P US Value ETF position peaked at $215K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.