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Ironwood Wealth Management (West Virginia)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ironwood Wealth Management (West Virginia)’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 		$21.5M Buy
192,775
+220
+0.1% +$23.8K 9.08% 4
2026
Q1 		$20.3M Sell
192,555
-1,459
-0.8% -$153K 9.08% 4
2025
Q4 		$20.4M Sell
194,014
-4,793
-2% -$486K 9.16% 4
2025
Q3 		$19.5M Buy
198,807
+1,831
+0.9% +$178K 8.93% 4
2025
Q2 		$18.8M Sell
196,976
-223
-0.1% -$20.1K 8.9% 4
2025
Q1 		$16.8M Sell
197,199
-6,188
-3% -$581K 8.74% 4
2024
Q4 		$18.6M Sell
203,387
-4
-0% -$385 9.16% 4
2024
Q3 		$19.3M Sell
203,391
-1,723
-0.8% -$158K 9.48% 3
2024
Q2 		$18.4M Buy
205,114
+740
+0.4% +$65.2K 9.29% 4
2024
Q1 		$17.9M Sell
204,374
-1,413
-0.7% -$122K 9.4% 4
2023
Q4 		$17.3M Sell
205,787
-1,594
-0.8% -$124K 9.46% 4
2023
Q3 		$15.2M Sell
207,381
-1,714
-0.8% -$135K 9.09% 4
2023
Q2 		$16.2M Sell
209,095
-951
-0.5% -$71K 9.45% 4
2023
Q1 		$15.4M Sell
210,046
-3,727
-2% -$274K 9.18% 4
2022
Q4 		$15.9M Sell
213,773
-2,011
-0.9% -$140K 9.33% 4
2022
Q3 		$13.8M Buy
215,784
+72
+0% +$4.97K 9.92% 3
2022
Q2 		$14.6M Buy
215,712
+561
+0.3% +$40.3K 10.02% 3
2022
Q1 		$16.3M Buy
215,151
+1,123
+0.5% +$84.2K 11.78% 2
2021
Q4 		$16.3M Buy
214,028
+1,633
+0.8% +$121K 11.43% 4
2021
Q3 		$15.1M Buy
212,395
+11,597
+6% +$842K 11.16% 4
2021
Q2 		$14.4M Buy
200,798
+1,672
+0.8% +$120K 10.37% 5
2021
Q1 		$13.7M Buy
+199,126
New +$13.1M 10.85% 5

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 22.96% 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

Ironwood Wealth Management (West Virginia)'s IUSV Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) increased its iShares Core S&P US Value ETF (IUSV) stake by 0.11% in Q2 2026, buying an estimated $23.8K and bringing the position to 192,775 shares worth $21.5M. The position accounts for 9.08% of the portfolio, ranked #4.

Ironwood Wealth Management (West Virginia) first reported a position in IUSV in Q1 2021 and has held it in 22 quarters since. 805 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 192,775 shares of iShares Core S&P US Value ETF worth $21.5M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) bought 220 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $23.8K.
  • iShares Core S&P US Value ETF made up 9.08% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #4 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.