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Fourth Dimension Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fourth Dimension Wealth’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 		$178K Sell
1,740
-109
-6% -$11.4K 0.07% 141
2025
Q4 		$190K Sell
1,849
-262
-12% -$26.6K 0.07% 138
2025
Q3 		$211K Sell
2,111
-18
-0.8% -$1.75K 0.08% 129
2025
Q2 		$201K Sell
2,129
-865
-29% -$78.1K 0.09% 127
2025
Q1 		$276K Sell
2,994
-54
-2% -$5.07K 0.13% 93
2024
Q4 		$282K Buy
+3,048
New +$293K 0.15% 85

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 $9.54B AUM 19.86% 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

Fourth Dimension Wealth's IUSV Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.9% in Q1 2026, selling an estimated $11.4K and leaving 1,740 shares worth $178K. The position accounts for 0.07% of the portfolio, ranked #141.

Fourth Dimension Wealth first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q4 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Fourth Dimension Wealth held 1,740 shares of iShares Core S&P US Value ETF worth $178K as of Q1 2026.
  • Fourth Dimension Wealth sold 109 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $11.4K.
  • iShares Core S&P US Value ETF made up 0.07% of Fourth Dimension Wealth's portfolio in Q1 2026, its #141 holding.
  • Fourth Dimension Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's iShares Core S&P US Value ETF position peaked at $282K in Q4 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.