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HHM Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

HHM Wealth 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
-488
Closed -$50K – 902
2025
Q4 		$50K Sell
488
-40
-8% -$4.06K 0.01% 362
2025
Q3 		$52.8K Sell
528
-318
-38% -$31K 0.01% 368
2025
Q2 		$80.1K Sell
846
-218
-20% -$19.7K 0.01% 306
2025
Q1 		$98.2K Buy
+1,064
New +$99.9K 0.01% 268

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
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

HHM Wealth Advisors's IUSV Position: Q1 2026 in Review

HHM Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 488 shares — an estimated $50K sold.

HHM Wealth Advisors first reported a position in IUSV in Q1 2025 and held it in 4 quarters. The position peaked at $98.2K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • HHM Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 488 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $50K.
  • HHM Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2025 and held it in 4 quarters.
  • HHM Wealth Advisors's iShares Core S&P US Value ETF position peaked at $98.2K in Q1 2025.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.