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Garton & Associates Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-360
Closed -$36.9K – 402
2025
Q4 		$36.9K Buy
+360
New +$36.5K 0.02% 450

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Garton & Associates Financial Advisors's IUSV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 360 shares — an estimated $36.9K sold.

Garton & Associates Financial Advisors first reported a position in IUSV in Q4 2025 and held it in 1 quarter. The position peaked at $36.9K in Q4 2025. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 360 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $36.9K.
  • Garton & Associates Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Core S&P US Value ETF position peaked at $36.9K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.