LWM
IUSV icon

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

LongView 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 		– Sell
-3,004
Closed -$317K – 241
2026
Q1 		$317K Hold
3,004
– – 0.08% 187
2025
Q4 		$316K Hold
3,004
– – 0.08% 194
2025
Q3 		$300K Hold
3,004
– – 0.08% 176
2025
Q2 		$284K Buy
3,004
+532
+22% +$48K 0.09% 174
2025
Q1 		$228K Buy
2,472
+78
+3% +$7.32K 0.07% 189
2024
Q4 		$222K Hold
2,394
– – 0.07% 191
2024
Q3 		$229K Hold
2,394
– – 0.07% 184
2024
Q2 		$211K Hold
2,394
– – 0.08% 173
2024
Q1 		$217K Hold
2,394
– – 0.09% 165
2023
Q4 		$202K Buy
+2,394
New +$186K 0.09% 167

Other funds holding IUSV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

LongView Wealth Management's IUSV Position: Q2 2026 in Review

LongView Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 3,004 shares — an estimated $317K sold.

LongView Wealth Management first reported a position in IUSV in Q4 2023 and held it in 10 quarters. The position peaked at $317K in Q1 2026. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • LongView Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 3,004 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $317K.
  • LongView Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 10 quarters.
  • LongView Wealth Management's iShares Core S&P US Value ETF position peaked at $317K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.