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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
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

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 $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 $5.8B 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

Financial Council's IUSV Position: Q1 2026 in Review

Financial Council increased its iShares Core S&P US Value ETF (IUSV) stake by 0.35% in Q1 2026, buying an estimated $33.5K and bringing the position to 90,785 shares worth $9.28M. The position accounts for 3.58% of the portfolio, ranked #7.

Financial Council first reported a position in IUSV in Q3 2021 and has held it in 19 quarters since. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Financial Council held 90,785 shares of iShares Core S&P US Value ETF worth $9.28M as of Q1 2026.
  • Financial Council bought 319 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $33.5K.
  • iShares Core S&P US Value ETF made up 3.58% of Financial Council's portfolio in Q1 2026, its #7 holding.
  • Financial Council first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.