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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
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

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 $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
AL
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

IAG Wealth Partners's IUSV Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 80% in Q1 2026, selling an estimated $98.3K and leaving 236 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

IAG Wealth Partners first reported a position in IUSV in Q4 2019 and has held it in 11 quarters since. The position peaked at $126K in Q3 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • IAG Wealth Partners held 236 shares of iShares Core S&P US Value ETF worth $24.1K as of Q1 2026.
  • IAG Wealth Partners sold 937 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $98.3K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #284 holding.
  • IAG Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 11 quarters since.
  • IAG Wealth Partners's iShares Core S&P US Value ETF position peaked at $126K in Q3 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.