Legacy Financial Group (Iowa)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Legacy Financial Group (Iowa)’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	$238K	Sell	2,324 -389	-14%	-$40.8K	0.03%	109
2025 Q4	$291K	Sell	2,713 -616	-19%	-$62.5K	0.04%	101
2025 Q3	$333K	Sell	3,329 -141,265	-98%	-$13.8M	0.04%	96
2025 Q2	$13.7M	Buy	144,594 +24,833	+21%	+$2.24M	1.91%	20
2025 Q1	$11.1M	Buy	119,761 +34,038	+40%	+$3.19M	1.7%	20
2024 Q4	$7.94M	Buy	85,723 +3,768	+5%	+$362K	1.29%	21
2024 Q3	$7.83M	Buy	81,955 +3,344	+4%	+$307K	1.51%	20
2024 Q2	$6.93M	Buy	78,611 +2,673	+4%	+$236K	1.36%	21
2024 Q1	$6.87M	Buy	+75,938	New	+$6.54M	1.39%	20
2023 Q4	–	Sell	-15,974	Closed	-$1.19M	–	264
2023 Q3	$1.19M	Sell	15,974 -9,066	-36%	-$712K	0.28%	45
2023 Q2	$1.96M	Buy	25,040 +7,218	+41%	+$539K	0.51%	31
2023 Q1	$1.31M	Sell	17,822 -7,493	-30%	-$552K	0.36%	34
2022 Q4	$1.79M	Buy	+25,315	New	+$1.76M	0.54%	23

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

Legacy Financial Group (Iowa)'s IUSV Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Core S&P US Value ETF (IUSV) stake by 14% in Q1 2026, selling an estimated $40.8K and leaving 2,324 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #109.

Legacy Financial Group (Iowa) first reported a position in IUSV in Q4 2022 and has held it in 13 quarters since. The position peaked at $13.7M in Q2 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Legacy Financial Group (Iowa) held 2,324 shares of iShares Core S&P US Value ETF worth $238K as of Q1 2026.
Legacy Financial Group (Iowa) sold 389 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $40.8K.
iShares Core S&P US Value ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #109 holding.
Legacy Financial Group (Iowa) first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 13 quarters since.
Legacy Financial Group (Iowa)'s iShares Core S&P US Value ETF position peaked at $13.7M in Q2 2025.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.