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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
Q2 		$192K Hold
1,740
– – 0.06% 157
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 $1.55T 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

Fourth Dimension Wealth's IUSV Position: Q2 2026 in Review

Fourth Dimension Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 1,740 shares worth $192K. The position accounts for 0.06% of the portfolio, ranked #157.

Fourth Dimension Wealth first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $282K in Q4 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Fourth Dimension Wealth held 1,740 shares of iShares Core S&P US Value ETF worth $192K as of Q2 2026.
  • Fourth Dimension Wealth left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.06% of Fourth Dimension Wealth's portfolio in Q2 2026, its #157 holding.
  • Fourth Dimension Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's iShares Core S&P US Value ETF position peaked at $282K in Q4 2024.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.