Laurel Wealth Advisors (North Carolina)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-28	Closed	-$2.87K	–	422
2025 Q4	$2.87K	Buy	+28	New	+$2.84K	﹤0.01%	589
2025 Q2	–	Sell	-28	Closed	-$2.58K	–	433
2025 Q1	$2.58K	Hold	28	–	–	﹤0.01%	587
2024 Q4	$2.59K	Hold	28	–	–	﹤0.01%	606
2024 Q3	$2.67K	Buy	+28	New	+$2.57K	﹤0.01%	570

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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 $5.16B AUM 18.64% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s IUSV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 28 shares — an estimated $2.87K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IUSV in Q3 2024 and held it in 4 quarters. The position peaked at $2.87K in Q4 2025. 793 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 28 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $2.87K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Core S&P US Value ETF position peaked at $2.87K in Q4 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.