Forefront Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Forefront Wealth Partners’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	$3.8M	Sell	37,148 -4,069	-10%	-$427K	1.59%	11
2025 Q4	$4.23M	Buy	41,217 +2,371	+6%	+$240K	2%	10
2025 Q3	$3.88M	Sell	38,846 -11,223	-22%	-$1.09M	0.98%	31
2025 Q2	$4.64M	Buy	50,069 +686	+1%	+$61.9K	3.18%	5
2025 Q1	$4.56M	Sell	49,383 -686	-1%	-$64.4K	3.1%	5
2024 Q4	$4.64M	Buy	+50,069	New	+$4.82M	3.45%	4

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Forefront Wealth Partners's IUSV Position: Q1 2026 in Review

Forefront Wealth Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 9.9% in Q1 2026, selling an estimated $427K and leaving 37,148 shares worth $3.8M. The position accounts for 1.59% of the portfolio, ranked #11.

Forefront Wealth Partners first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.64M in Q2 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Forefront Wealth Partners held 37,148 shares of iShares Core S&P US Value ETF worth $3.8M as of Q1 2026.
Forefront Wealth Partners sold 4,069 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $427K.
iShares Core S&P US Value ETF made up 1.59% of Forefront Wealth Partners's portfolio in Q1 2026, its #11 holding.
Forefront Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's iShares Core S&P US Value ETF position peaked at $4.64M in Q2 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.