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 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 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

FourThought Financial Partners's IUSV Position: Q1 2026 in Review

FourThought Financial Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.2% in Q1 2026, selling an estimated $15.7K and leaving 4,540 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #194.

FourThought Financial Partners first reported a position in IUSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $506K in Q4 2022. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

FourThought Financial Partners held 4,540 shares of iShares Core S&P US Value ETF worth $464K as of Q1 2026.
FourThought Financial Partners sold 150 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $15.7K.
iShares Core S&P US Value ETF made up 0.04% of FourThought Financial Partners's portfolio in Q1 2026, its #194 holding.
FourThought Financial Partners first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's iShares Core S&P US Value ETF position peaked at $506K in Q4 2022.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.