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Lauterbach Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Lauterbach Financial Advisors’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 		$376K Sell
3,681
-16
-0.4% -$1.68K 0.18% 61
2025
Q4 		$379K Sell
3,697
-19
-0.5% -$1.93K 0.19% 60
2025
Q3 		$371K Sell
3,716
-13
-0.3% -$1.26K 0.19% 61
2025
Q2 		$353K Buy
3,729
+1,110
+42% +$100K 0.19% 56
2025
Q1 		$242K Sell
2,619
-32
-1% -$3K 0.15% 65
2024
Q4 		$245K Sell
2,651
-44
-2% -$4.23K 0.15% 60
2024
Q3 		$257K Sell
2,695
-35
-1% -$3.22K 0.16% 58
2024
Q2 		$247K Sell
2,730
-261
-9% -$23K 0.16% 56
2024
Q1 		$271K Sell
2,991
-33
-1% -$2.84K 0.18% 52
2023
Q4 		$255K Buy
3,024
+151
+5% +$11.8K 0.18% 53
2023
Q3 		$214K Sell
2,873
-69
-2% -$5.42K 0.17% 57
2023
Q2 		$230K Sell
2,942
-127
-4% -$9.48K 0.18% 53
2023
Q1 		$226K Sell
3,069
-16
-0.5% -$1.18K 0.18% 54
2022
Q4 		$218K Buy
+3,085
New +$215K 0.19% 50
2022
Q3 		– Sell
-3,133
Closed -$210K – 52
2022
Q2 		$210K Buy
3,133
+235
+8% +$16.9K 0.2% 45
2022
Q1 		$220K Sell
2,898
-179
-6% -$13.4K 0.2% 45
2021
Q4 		$235K Buy
+3,077
New +$228K 0.21% 42

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

Lauterbach Financial Advisors's IUSV Position: Q1 2026 in Review

Lauterbach Financial Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.43% in Q1 2026, selling an estimated $1.68K and leaving 3,681 shares worth $376K. The position accounts for 0.18% of the portfolio, ranked #61.

Lauterbach Financial Advisors first reported a position in IUSV in Q4 2021 and has held it in 17 quarters since. The position peaked at $379K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Lauterbach Financial Advisors held 3,681 shares of iShares Core S&P US Value ETF worth $376K as of Q1 2026.
  • Lauterbach Financial Advisors sold 16 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.68K.
  • iShares Core S&P US Value ETF made up 0.18% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Lauterbach Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Lauterbach Financial Advisors's iShares Core S&P US Value ETF position peaked at $379K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.