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IUSV icon

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

Financial Perspectives’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 		$181K Buy
1,768
+7
+0.4% +$734 0.05% 173
2025
Q4 		$181K Buy
1,761
+9
+0.5% +$913 0.05% 165
2025
Q3 		$175K Buy
1,752
+9
+0.5% +$876 0.05% 172
2025
Q2 		$165K Sell
1,743
-7
-0.4% -$632 0.05% 168
2025
Q1 		$162K Buy
1,750
+7
+0.4% +$657 0.06% 160
2024
Q4 		$161K Buy
1,743
+10
+0.6% +$962 0.05% 161
2024
Q3 		$165K Buy
1,733
+11
+0.6% +$1.01K 0.06% 153
2024
Q2 		$152K Buy
1,722
+30
+2% +$2.64K 0.06% 160
2024
Q1 		$153K Buy
1,692
+61
+4% +$5.25K 0.06% 161
2023
Q4 		$138K Buy
1,631
+76
+5% +$5.92K 0.06% 168
2023
Q3 		$116K Buy
1,555
+37
+2% +$2.9K 0.05% 168
2023
Q2 		$119K Buy
1,518
+6
+0.4% +$448 0.05% 164
2023
Q1 		$112K Buy
1,512
+7
+0.5% +$516 0.05% 171
2022
Q4 		$106K Buy
1,505
+9
+0.6% +$626 0.05% 167
2022
Q3 		$93.7K Buy
1,496
+11
+0.7% +$759 0.05% 175
2022
Q2 		$99.3K Buy
1,485
+7
+0.5% +$503 0.06% 170
2022
Q1 		$112K Buy
1,478
+41
+3% +$3.07K 0.05% 175
2021
Q4 		$110K Buy
1,437
+7
+0.5% +$519 0.05% 167
2021
Q3 		$101K Buy
1,430
+9
+0.6% +$654 0.05% 173
2021
Q2 		$102K Sell
1,421
-96,380
-99% -$6.93M 0.05% 184
2021
Q1 		$1.42M Buy
97,801
+96,385
+6,807% +$6.32M 0.07% 174
2020
Q4 		$88K Buy
1,416
+5
+0.4% +$293 0.05% 175
2020
Q3 		$76.6K Buy
1,411
+5
+0.4% +$273 0.05% 162
2020
Q2 		$73.4K Buy
1,406
+5
+0.4% +$255 0.05% 159
2020
Q1 		$64.7K Buy
1,401
+12
+0.9% +$690 0.05% 149
2019
Q4 		$87.5K Buy
+1,389
New +$83.7K 0.06% 131

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

Financial Perspectives's IUSV Position: Q1 2026 in Review

Financial Perspectives increased its iShares Core S&P US Value ETF (IUSV) stake by 0.4% in Q1 2026, buying an estimated $734 and bringing the position to 1,768 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #173.

Financial Perspectives first reported a position in IUSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.42M in Q1 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Financial Perspectives held 1,768 shares of iShares Core S&P US Value ETF worth $181K as of Q1 2026.
  • Financial Perspectives bought 7 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $734.
  • iShares Core S&P US Value ETF made up 0.05% of Financial Perspectives's portfolio in Q1 2026, its #173 holding.
  • Financial Perspectives first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's iShares Core S&P US Value ETF position peaked at $1.42M in Q1 2021.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.