Financial Council’s iShares Core S&P US Value ETF IUSV Stock Holding History

Financial Council’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 Q3	$10M	Buy	90,958 +90	+0.1%	+$10.2K	3.17%	8
2026 Q2	$10M	Buy	90,868 +83	+0.1%	+$8.98K	3.25%	7
2026 Q1	$9.28M	Buy	90,785 +319	+0.4%	+$33.5K	3.58%	7
2025 Q4	$9.28M	Sell	90,466 -558	-0.6%	-$56.6K	3.7%	7
2025 Q3	$9.1M	Sell	91,024 -413	-0.5%	-$40.2K	4.04%	6
2025 Q2	$8.65M	Buy	91,437 +158	+0.2%	+$14.3K	4.17%	6
2025 Q1	$8.42M	Buy	91,279 +76	+0.1%	+$7.13K	4.54%	6
2024 Q4	$8.44M	Sell	91,203 -23	-0%	-$2.21K	4.35%	6
2024 Q3	$8.71M	Sell	91,226 -282	-0.3%	-$25.9K	4.54%	6
2024 Q2	$8.06M	Sell	91,508 -672	-0.7%	-$59.2K	4.51%	6
2024 Q1	$8.34M	Sell	92,180 -3,047	-3%	-$262K	4.93%	6
2023 Q4	$8.03M	Buy	95,227 +402	+0.4%	+$31.3K	5.39%	6
2023 Q3	$7.08M	Sell	94,825 -2,045	-2%	-$161K	5.63%	5
2023 Q2	$7.58M	Sell	96,870 -6,680	-6%	-$499K	5.79%	5
2023 Q1	$7.64M	Sell	103,550 -710	-0.7%	-$52.3K	6.23%	5
2022 Q4	$7.36M	Sell	104,260 -2,928	-3%	-$204K	4.61%	7
2022 Q3	$6.71M	Sell	107,188 -2,109	-2%	-$146K	7.75%	2
2022 Q2	$7.31M	Sell	109,297 -1,166	-1%	-$83.8K	9.12%	2
2022 Q1	$8.38M	Sell	110,463 -148	-0.1%	-$11.1K	10.15%	2
2021 Q4	$8.44M	Buy	110,611 +706	+0.6%	+$52.4K	10.09%	2
2021 Q3	$7.79M	Buy	+109,905	New	+$7.98M	10.99%	2

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Financial Council's IUSV Position: Q3 2026 in Review

Financial Council increased its iShares Core S&P US Value ETF (IUSV) stake by 0.1% in Q3 2026, buying an estimated $10.2K and bringing the position to 90,958 shares worth $10M. The position accounts for 3.17% of the portfolio, ranked #8.

Financial Council first reported a position in IUSV in Q3 2021 and has held it in 21 quarters since. 534 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Financial Council held 90,958 shares of iShares Core S&P US Value ETF worth $10M as of Q3 2026.
Financial Council bought 90 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $10.2K.
iShares Core S&P US Value ETF made up 3.17% of Financial Council's portfolio in Q3 2026, its #8 holding.
Financial Council first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 21 quarters since.
534 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.