HWA
IUSV icon

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

Hilltop 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 		$4.14M Sell
40,537
-2,325
-5% -$244K 2.48% 9
2025
Q4 		$4.4M Buy
42,862
+2,311
+6% +$234K 2.21% 12
2025
Q3 		$4.05M Buy
40,551
+2,925
+8% +$285K 2.11% 12
2025
Q2 		$3.56M Buy
37,626
+2,367
+7% +$214K 2% 10
2025
Q1 		$3.25M Buy
35,259
+1,195
+4% +$112K 1.84% 12
2024
Q4 		$3.15M Buy
34,064
+471
+1% +$45.3K 1.59% 15
2024
Q3 		$3.21M Sell
33,593
-585
-2% -$53.8K 1.5% 16
2024
Q2 		$3.01M Buy
34,178
+18
+0.1% +$1.59K 1.51% 15
2024
Q1 		$3.09M Buy
34,160
+565
+2% +$48.6K 1.58% 16
2023
Q4 		$2.83M Buy
33,595
+2,535
+8% +$197K 1.62% 15
2023
Q3 		$2.32M Buy
31,060
+2,277
+8% +$179K 1.79% 13
2023
Q2 		$2.25M Buy
28,783
+3,131
+12% +$234K 1.66% 14
2023
Q1 		$1.89M Buy
25,652
+5,819
+29% +$429K 1.52% 16
2022
Q4 		$1.4M Buy
19,833
+6,038
+44% +$420K 1.19% 18
2022
Q3 		$864K Buy
13,795
+9,854
+250% +$680K 0.89% 19
2022
Q2 		$264K Buy
+3,941
New +$283K 0.26% 24

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

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

Hilltop Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.4% in Q1 2026, selling an estimated $244K and leaving 40,537 shares worth $4.14M. The position accounts for 2.48% of the portfolio, ranked #9.

Hilltop Wealth Advisors first reported a position in IUSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.4M in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Hilltop Wealth Advisors held 40,537 shares of iShares Core S&P US Value ETF worth $4.14M as of Q1 2026.
  • Hilltop Wealth Advisors sold 2,325 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $244K.
  • iShares Core S&P US Value ETF made up 2.48% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Hilltop Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Hilltop Wealth Advisors's iShares Core S&P US Value ETF position peaked at $4.4M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.