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

Foguth 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 		– Sell
-1,956
Closed -$216K – 219
2026
Q1 		$216K Buy
+1,956
New +$205K 0.03% 198

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Foguth Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 1,956 shares — an estimated $216K sold.

Foguth Wealth Management first reported a position in IUSV in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Foguth Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Foguth Wealth Management sold 1,956 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $216K.
  • Foguth Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2026 and held it in 1 quarter.
  • Foguth Wealth Management's iShares Core S&P US Value ETF position peaked at $216K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.