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FourThought Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

FourThought Financial 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
Q2 		$494K Sell
4,484
-56
-1% -$6.06K 0.04% 205
2026
Q1 		$464K Sell
4,540
-150
-3% -$15.7K 0.04% 194
2025
Q4 		$481K Buy
4,690
+416
+10% +$42.2K 0.04% 216
2025
Q3 		$427K Sell
4,274
-611
-13% -$59.5K 0.04% 213
2025
Q2 		$462K Sell
4,885
-96
-2% -$8.66K 0.05% 194
2025
Q1 		$460K Buy
4,981
+378
+8% +$35.5K 0.05% 190
2024
Q4 		$426K Sell
4,603
-573
-11% -$55.1K 0.04% 204
2024
Q3 		$494K Hold
5,176
– – 0.06% 138
2024
Q2 		$456K Hold
5,176
– – 0.06% 143
2024
Q1 		$468K Sell
5,176
-453
-8% -$39K 0.05% 206
2023
Q4 		$475K Sell
5,629
-253
-4% -$19.7K 0.06% 201
2023
Q3 		$439K Sell
5,882
-51
-0.9% -$4K 0.06% 200
2023
Q2 		$464K Hold
5,933
– – 0.06% 198
2023
Q1 		$438K Sell
5,933
-1,224
-17% -$90.1K 0.06% 201
2022
Q4 		$506K Buy
+7,157
New +$498K 0.07% 182

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
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

FourThought Financial Partners's IUSV Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.2% in Q2 2026, selling an estimated $6.06K and leaving 4,484 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #205.

FourThought Financial Partners first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $506K in Q4 2022. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • FourThought Financial Partners held 4,484 shares of iShares Core S&P US Value ETF worth $494K as of Q2 2026.
  • FourThought Financial Partners sold 56 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $6.06K.
  • iShares Core S&P US Value ETF made up 0.04% of FourThought Financial Partners's portfolio in Q2 2026, its #205 holding.
  • FourThought Financial Partners first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's iShares Core S&P US Value ETF position peaked at $506K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.