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

Institute for 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
Q2 		$41.3K Buy
+375
New +$40.6K ﹤0.01% 920
2020
Q1 		– Sell
-375
Closed -$24K – 534
2019
Q4 		$24K Buy
+375
New +$22.6K 0.01% 556

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Institute for Wealth Management's IUSV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 375 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IUSV as recently as Q4 2019.

Institute for Wealth Management first reported a position in IUSV in Q4 2019 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Institute for Wealth Management held 375 shares of iShares Core S&P US Value ETF worth $41.3K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #920 holding.
  • Institute for Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.