Greenhouse Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Greenhouse Wealth Management’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	$272K	Hold	2,661	–	–	0.17%	50
2025 Q4	$273K	Hold	2,661	–	–	0.16%	48
2025 Q3	$266K	Sell	2,661 -26	-1%	-$2.53K	0.16%	49
2025 Q2	$254K	Hold	2,687	–	–	0.16%	49
2025 Q1	$248K	Hold	2,687	–	–	0.19%	45
2024 Q4	$249K	Hold	2,687	–	–	0.16%	51
2024 Q3	$257K	Hold	2,687	–	–	0.17%	51
2024 Q2	$237K	Buy	2,687 +13	+0.5%	+$1.15K	0.17%	52
2024 Q1	$242K	Buy	2,674 +12	+0.5%	+$1.03K	0.18%	50
2023 Q4	$224K	Buy	+2,662	New	+$207K	0.18%	50
2023 Q3	–	Sell	-2,633	Closed	-$206K	–	54
2023 Q2	$206K	Buy	+2,633	New	+$197K	0.18%	52
2021 Q1	–	Sell	-2,501	Closed	-$156K	–	83
2020 Q4	$156K	Buy	+2,501	New	+$147K	0.15%	59

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

Greenhouse Wealth Management's IUSV Position: Q1 2026 in Review

Greenhouse Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,661 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #50.

Greenhouse Wealth Management first reported a position in IUSV in Q4 2020 and has held it in 12 quarters since. The position peaked at $273K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Greenhouse Wealth Management held 2,661 shares of iShares Core S&P US Value ETF worth $272K as of Q1 2026.
Greenhouse Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up 0.17% of Greenhouse Wealth Management's portfolio in Q1 2026, its #50 holding.
Greenhouse Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 12 quarters since.
Greenhouse Wealth Management's iShares Core S&P US Value ETF position peaked at $273K in Q4 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.