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

Hubbell Strickland 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	$258K	Buy	2,524 +10	+0.4%	+$1.05K	0.1%	70
2025 Q4	$258K	Buy	2,514 +14	+0.6%	+$1.42K	0.1%	68
2025 Q3	$250K	Buy	2,500 +11	+0.4%	+$1.07K	0.1%	71
2025 Q2	$235K	Buy	2,489 +87	+4%	+$7.85K	0.1%	72
2025 Q1	$222K	Buy	2,402 +9	+0.4%	+$845	0.1%	70
2024 Q4	$222K	Buy	2,393 +30	+1%	+$2.88K	0.11%	68
2024 Q3	$226K	Buy	2,363 +14	+0.6%	+$1.29K	0.11%	65
2024 Q2	$207K	Sell	2,349 -24	-1%	-$2.12K	0.1%	73
2024 Q1	$214K	Buy	+2,373	New	+$204K	0.11%	72
2023 Q3	–	Sell	-2,654	Closed	-$208K	–	71
2023 Q2	$208K	Buy	+2,654	New	+$198K	0.12%	69

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 $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

Hubbell Strickland Wealth Management's IUSV Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.4% in Q1 2026, buying an estimated $1.05K and bringing the position to 2,524 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #70.

Hubbell Strickland Wealth Management first reported a position in IUSV in Q2 2023 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Hubbell Strickland Wealth Management held 2,524 shares of iShares Core S&P US Value ETF worth $258K as of Q1 2026.
Hubbell Strickland Wealth Management bought 10 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.05K.
iShares Core S&P US Value ETF made up 0.1% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #70 holding.
Hubbell Strickland Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 10 quarters since.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.