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IUSV icon

Fingerlakes Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fingerlakes Wealth Management’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
Q2 		$313K Buy
2,840
+354
+14% +$38.3K 0.17% 83
2026
Q1 		$254K Buy
2,486
+10
+0.4% +$1.05K 0.17% 84
2025
Q4 		$254K Buy
2,476
+13
+0.5% +$1.32K 0.16% 84
2025
Q3 		$246K Buy
2,463
+173
+8% +$16.8K 0.16% 83
2025
Q2 		$217K Buy
2,290
+10
+0.4% +$903 0.16% 84
2025
Q1 		$210K Sell
2,280
-9
-0.4% -$845 0.18% 82
2024
Q4 		$212K Buy
2,289
+14
+0.6% +$1.35K 0.17% 85
2024
Q3 		$217K Buy
+2,275
New +$209K 0.18% 85
2024
Q2 		– Sell
-2,250
Closed -$204K – 90
2024
Q1 		$204K Buy
+2,250
New +$194K 0.2% 89

Other funds holding IUSV

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Fingerlakes Wealth Management's IUSV Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 14% in Q2 2026, buying an estimated $38.3K and bringing the position to 2,840 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #83.

Fingerlakes Wealth Management first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Fingerlakes Wealth Management held 2,840 shares of iShares Core S&P US Value ETF worth $313K as of Q2 2026.
  • Fingerlakes Wealth Management bought 354 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $38.3K.
  • iShares Core S&P US Value ETF made up 0.17% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Fingerlakes Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.