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

IHT 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	$4.16M	Sell	40,701 -708	-2%	-$74.2K	0.1%	216
2025 Q4	$4.25M	Sell	41,409 -1,916	-4%	-$194K	0.1%	200
2025 Q3	$4.33M	Sell	43,325 -939	-2%	-$91.4K	0.11%	181
2025 Q2	$4.19M	Sell	44,264 -5,252	-11%	-$474K	0.12%	174
2025 Q1	$4.57M	Sell	49,516 -5,069	-9%	-$476K	0.14%	142
2024 Q4	$5.05M	Buy	54,585 +3,241	+6%	+$312K	0.16%	125
2024 Q3	$4.9M	Sell	51,344 -993	-2%	-$91.3K	0.14%	141
2024 Q2	$4.61M	Sell	52,337 -1,010	-2%	-$89K	0.17%	117
2024 Q1	$4.82M	Sell	53,347 -16,330	-23%	-$1.41M	0.19%	105
2023 Q4	$5.88M	Sell	69,677 -1,517	-2%	-$118K	0.26%	86
2023 Q3	$5.31M	Sell	71,194 -2,295	-3%	-$180K	0.27%	83
2023 Q2	$5.75M	Sell	73,489 -5,641	-7%	-$421K	0.3%	68
2023 Q1	$5.84M	Sell	79,130 -8,572	-10%	-$631K	0.33%	61
2022 Q4	$6.19M	Sell	87,702 -3,942	-4%	-$274K	0.39%	53
2022 Q3	$5.74M	Sell	91,644 -2,160	-2%	-$149K	0.44%	40
2022 Q2	$6.27M	Sell	93,804 -313	-0.3%	-$22.5K	0.55%	31
2022 Q1	$7.14M	Buy	94,117 +285	+0.3%	+$21.4K	0.54%	30
2021 Q4	$7.16M	Sell	93,832 -798	-0.8%	-$59.2K	0.53%	32
2021 Q3	$6.71M	Sell	94,630 -7,855	-8%	-$570K	0.55%	33
2021 Q2	$7.38M	Buy	102,485 +196	+0.2%	+$14.1K	0.47%	36
2021 Q1	$7.05M	Buy	102,289 +11,158	+12%	+$732K	0.51%	34
2020 Q4	$5.67M	Sell	91,131 -3,375	-4%	-$198K	0.47%	37
2020 Q3	$5.13M	Sell	94,506 -265	-0.3%	-$14.5K	0.52%	29
2020 Q2	$4.95M	Sell	94,771 -7,203	-7%	-$368K	0.68%	21
2020 Q1	$4.71M	Sell	101,974 -150,564	-60%	-$8.66M	0.68%	21
2019 Q4	$15.9M	Buy	252,538 +44,833	+22%	+$2.7M	1.88%	5
2019 Q3	$12M	Buy	207,705 +53,335	+35%	+$3.04M	1.63%	7
2019 Q2	$8.74M	Buy	154,370 +19,535	+14%	+$1.09M	1.27%	9
2019 Q1	$7.39M	Buy	134,835 +15,418	+13%	+$824K	1.23%	10
2018 Q4	$5.86M	Buy	119,417 +11,918	+11%	+$634K	1.13%	12
2018 Q3	$6.06M	Buy	107,499 +37,208	+53%	+$2.08M	1.31%	10
2018 Q2	$3.77M	Buy	70,291 +11,191	+19%	+$603K	0.96%	17
2018 Q1	$3.07M	Buy	59,100 +19,791	+50%	+$1.1M	0.82%	17
2017 Q4	$2.22M	Buy	39,309 +5,788	+17%	+$311K	0.59%	25
2017 Q3	$1.77M	Buy	33,521 +551	+2%	+$28.3K	0.75%	20
2017 Q2	$26	Buy	32,970 +32,895	+43,860%	+$1.66M	0.01%	699
2017 Q1	$4K	Buy	+75	New	+$3.78K	﹤0.01%	987

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

IHT Wealth Management's IUSV Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.7% in Q1 2026, selling an estimated $74.2K and leaving 40,701 shares worth $4.16M. The position accounts for 0.1% of the portfolio, ranked #216.

IHT Wealth Management first reported a position in IUSV in Q1 2017 and has held it in 37 quarters since. The position peaked at $15.9M in Q4 2019. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

IHT Wealth Management held 40,701 shares of iShares Core S&P US Value ETF worth $4.16M as of Q1 2026.
IHT Wealth Management sold 708 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $74.2K.
iShares Core S&P US Value ETF made up 0.1% of IHT Wealth Management's portfolio in Q1 2026, its #216 holding.
IHT Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 37 quarters since.
IHT Wealth Management's iShares Core S&P US Value ETF position peaked at $15.9M in Q4 2019.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.