Innovative Wealth Building’s iShares Core S&P US Value ETF IUSV Stock Holding History

Innovative Wealth Building’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	$843K	Sell	7,641 -55	-0.7%	-$6.22K	0.47%	37
2026 Q2	$848K	Buy	7,696 +161	+2%	+$17.4K	0.49%	35
2026 Q1	$770K	Buy	7,535 +93	+1%	+$9.8K	0.54%	31
2025 Q4	$763K	Sell	7,442 -17	-0.2%	-$1.72K	0.56%	30
2025 Q3	$746K	Buy	7,459 +41	+0.6%	+$3.99K	0.58%	31
2025 Q2	$702K	Sell	7,418 -6,414	-46%	-$579K	0.58%	31
2025 Q1	$1.28M	Sell	13,832 -17	-0.1%	-$1.6K	1.18%	19
2024 Q4	$1.28M	Buy	+13,849	New	+$1.33M	1.16%	19

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Innovative Wealth Building's IUSV Position: Q3 2026 in Review

Innovative Wealth Building reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.71% in Q3 2026, selling an estimated $6.22K and leaving 7,641 shares worth $843K. The position accounts for 0.47% of the portfolio, ranked #37.

Innovative Wealth Building first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2024. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Innovative Wealth Building held 7,641 shares of iShares Core S&P US Value ETF worth $843K as of Q3 2026.
Innovative Wealth Building sold 55 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $6.22K.
iShares Core S&P US Value ETF made up 0.47% of Innovative Wealth Building's portfolio in Q3 2026, its #37 holding.
Innovative Wealth Building first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's iShares Core S&P US Value ETF position peaked at $1.28M in Q4 2024.
733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.