Holistic Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Holistic Planning’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	$1.69M	Sell	16,569 -55	-0.3%	-$5.77K	0.34%	65
2025 Q4	$1.7M	Sell	16,624 -942	-5%	-$95.5K	0.36%	58
2025 Q3	$1.76M	Buy	17,566 +116	+0.7%	+$11.3K	0.46%	44
2025 Q2	$1.65M	Hold	17,450	–	–	0.47%	41
2025 Q1	$1.61M	Hold	17,450	–	–	0.55%	36
2024 Q4	$1.62M	Sell	17,450 -2,905	-14%	-$279K	0.59%	36
2024 Q3	$1.94M	Buy	20,355 +5	+0%	+$460	0.82%	25
2024 Q2	$1.84M	Sell	20,350 -700	-3%	-$61.7K	1.41%	21
2024 Q1	$1.9M	Sell	21,050 -1,164	-5%	-$100K	1.45%	19
2023 Q4	$1.87M	Buy	+22,214	New	+$1.73M	1.58%	17

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 $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Holistic Planning's IUSV Position: Q1 2026 in Review

Holistic Planning reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.33% in Q1 2026, selling an estimated $5.77K and leaving 16,569 shares worth $1.69M. The position accounts for 0.34% of the portfolio, ranked #65.

Holistic Planning first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Holistic Planning held 16,569 shares of iShares Core S&P US Value ETF worth $1.69M as of Q1 2026.
Holistic Planning sold 55 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $5.77K.
iShares Core S&P US Value ETF made up 0.34% of Holistic Planning's portfolio in Q1 2026, its #65 holding.
Holistic Planning first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's iShares Core S&P US Value ETF position peaked at $1.94M in Q3 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.