IAG Wealth Partners
IUSV icon

IAG Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

IAG Wealth Partners’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
Q3 		$16.8K Sell
152
-84
-36% -$9.5K ﹤0.01% 348
2026
Q2 		$26K Hold
236
– – ﹤0.01% 282
2026
Q1 		$24.1K Sell
236
-937
-80% -$98.3K ﹤0.01% 284
2025
Q4 		$120K Hold
1,173
– – 0.01% 143
2025
Q3 		$117K Hold
1,173
– – 0.01% 148
2025
Q2 		$111K Sell
1,173
-150
-11% -$13.5K 0.01% 143
2025
Q1 		$122K Hold
1,323
– – 0.02% 128
2024
Q4 		$122K Hold
1,323
– – 0.02% 120
2024
Q3 		$126K Buy
1,323
+236
+22% +$21.7K 0.02% 114
2024
Q2 		$95.8K Buy
+1,087
New +$95.8K 0.02% 122
2020
Q3 		– Sell
-55
Closed -$3K – 399
2020
Q2 		$3K Sell
55
-423
-88% -$21.6K ﹤0.01% 314
2020
Q1 		$23K Sell
478
-268
-36% -$15.4K 0.02% 140
2019
Q4 		$48K Buy
+746
New +$45K 0.03% 108

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IAG Wealth Partners's IUSV Position: Q3 2026 in Review

IAG Wealth Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 36% in Q3 2026, selling an estimated $9.5K and leaving 152 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

IAG Wealth Partners first reported a position in IUSV in Q4 2019 and has held it in 13 quarters since. The position peaked at $126K in Q3 2024. 645 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • IAG Wealth Partners held 152 shares of iShares Core S&P US Value ETF worth $16.8K as of Q3 2026.
  • IAG Wealth Partners sold 84 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $9.5K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #348 holding.
  • IAG Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 13 quarters since.
  • IAG Wealth Partners's iShares Core S&P US Value ETF position peaked at $126K in Q3 2024.
  • 645 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.