FWM
IUSV icon

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

ForthRight 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 		$32.4M Sell
294,358
-7,915
-3% -$856K 8.3% 4
2026
Q1 		$30.9M Buy
302,273
+1,816
+0.6% +$190K 8.77% 3
2025
Q4 		$30.8M Buy
300,457
+330
+0.1% +$33.5K 8.86% 3
2025
Q3 		$30M Buy
300,127
+8,258
+3% +$804K 8.72% 3
2025
Q2 		$27.6M Buy
291,869
+5,932
+2% +$535K 8.61% 3
2025
Q1 		$26.4M Buy
285,937
+4,382
+2% +$411K 8.83% 4
2024
Q4 		$26.1M Buy
281,555
+198
+0.1% +$19K 8.69% 4
2024
Q3 		$26.9M Sell
281,357
-28,892
-9% -$2.66M 8.94% 4
2024
Q2 		$27.3M Sell
310,249
-14,912
-5% -$1.31M 9.83% 3
2024
Q1 		$29.4M Sell
325,161
-4,353
-1% -$375K 10.55% 3
2023
Q4 		$27.8M Buy
329,514
+14,938
+5% +$1.16M 10.76% 3
2023
Q3 		$23.5M Sell
314,576
-2,124
-0.7% -$167K 10.11% 3
2023
Q2 		$24.8M Sell
316,700
-3,799
-1% -$284K 10.36% 3
2023
Q1 		$23.6M Buy
320,499
+574
+0.2% +$42.3K 10.83% 3
2022
Q4 		$22.6M Buy
319,925
+15,172
+5% +$1.05M 11.56% 3
2022
Q3 		$19.1M Buy
304,753
+23,264
+8% +$1.61M 11.19% 3
2022
Q2 		$18.8M Buy
281,489
+25,716
+10% +$1.85M 10.47% 3
2022
Q1 		$19.4M Buy
255,773
+46,807
+22% +$3.51M 10.03% 4
2021
Q4 		$16M Buy
208,966
+8,660
+4% +$642K 8.72% 6
2021
Q3 		$14.2M Buy
200,306
+8,825
+5% +$641K 8.62% 6
2021
Q2 		$13.8M Buy
191,481
+2,844
+2% +$205K 8.74% 6
2021
Q1 		$13M Sell
188,637
-5,125
-3% -$336K 8.82% 6
2020
Q4 		$12.1M Buy
+193,762
New +$11.4M 9.47% 5

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 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

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

ForthRight Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.6% in Q2 2026, selling an estimated $856K and leaving 294,358 shares worth $32.4M. The position accounts for 8.3% of the portfolio, ranked #4.

ForthRight Wealth Management first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • ForthRight Wealth Management held 294,358 shares of iShares Core S&P US Value ETF worth $32.4M as of Q2 2026.
  • ForthRight Wealth Management sold 7,915 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $856K.
  • iShares Core S&P US Value ETF made up 8.3% of ForthRight Wealth Management's portfolio in Q2 2026, its #4 holding.
  • ForthRight Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.