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

Fielder Capital 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	–	Sell	-2,915	Closed	-$299K	–	302
2025 Q4	$299K	Sell	2,915 -981	-25%	-$99.5K	0.06%	189
2025 Q3	$389K	Hold	3,896	–	–	0.09%	136
2025 Q2	$369K	Sell	3,896 -53	-1%	-$4.78K	0.1%	133
2025 Q1	$364K	Hold	3,949	–	–	0.11%	128
2024 Q4	$366K	Sell	3,949 -2,500	-39%	-$240K	0.11%	124
2024 Q3	$616K	Buy	6,449 +2,395	+59%	+$220K	0.2%	79
2024 Q2	$357K	Hold	4,054	–	–	0.14%	103
2024 Q1	$367K	Hold	4,054	–	–	0.16%	92
2023 Q4	$342K	Buy	+4,054	New	+$316K	0.21%	84

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 $5.16B AUM 18.64% 1-Year Est. Return

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

Fielder Capital Group's IUSV Position: Q1 2026 in Review

Fielder Capital Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 2,915 shares — an estimated $299K sold.

Fielder Capital Group first reported a position in IUSV in Q4 2023 and held it in 9 quarters. The position peaked at $616K in Q3 2024. 792 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Fielder Capital Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
Fielder Capital Group sold 2,915 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $299K.
Fielder Capital Group first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 9 quarters.
Fielder Capital Group's iShares Core S&P US Value ETF position peaked at $616K in Q3 2024.
792 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.