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

IMG 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 		$116K Hold
1,138
– – 0.07% 133
2025
Q4 		$117K Hold
1,138
– – 0.07% 125
2025
Q3 		$114K Hold
1,138
– – 0.08% 115
2025
Q2 		$108K Hold
1,138
– – 0.08% 115
2025
Q1 		$105K Hold
1,138
– – 0.09% 102
2024
Q4 		$105K Buy
+1,138
New +$109K 0.1% 100

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 $9.54B AUM 19.86% 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 $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

IMG Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 1,138 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #133.

IMG Wealth Management first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $117K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • IMG Wealth Management held 1,138 shares of iShares Core S&P US Value ETF worth $116K as of Q1 2026.
  • IMG Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.07% of IMG Wealth Management's portfolio in Q1 2026, its #133 holding.
  • IMG Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's iShares Core S&P US Value ETF position peaked at $117K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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