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Madison Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Madison Wealth Partners’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 		$31.9M Buy
312,125
+176
+0.1% +$18.5K 5.09% 6
2025
Q4 		$32M Buy
311,949
+13,170
+4% +$1.34M 5.84% 5
2025
Q3 		$29.9M Buy
298,779
+11,134
+4% +$1.08M 5.9% 5
2025
Q2 		$27.2M Buy
287,645
+6,684
+2% +$603K 5.94% 4
2025
Q1 		$25.9M Buy
280,961
+39,758
+16% +$3.73M 6.4% 4
2024
Q4 		$22.3M Buy
241,203
+2,813
+1% +$271K 6.24% 3
2024
Q3 		$22.8M Buy
238,390
+14,578
+7% +$1.34M 6.74% 3
2024
Q2 		$19.7M Buy
223,812
+7,568
+3% +$667K 6.77% 3
2024
Q1 		$19.6M Buy
216,244
+1,635
+0.8% +$141K 7.07% 3
2023
Q4 		$18.1M Buy
214,609
+11,241
+6% +$875K 7.18% 3
2023
Q3 		$15.2M Sell
203,368
-2,127
-1% -$167K 7.68% 3
2023
Q2 		$16.1M Buy
205,495
+6,297
+3% +$470K 7.52% 3
2023
Q1 		$14.7M Sell
199,198
-2,632
-1% -$194K 7.41% 3
2022
Q4 		$14.3M Buy
201,830
+3,706
+2% +$258K 8.32% 3
2022
Q3 		$12.4M Buy
198,124
+4,382
+2% +$303K 8.11% 3
2022
Q2 		$13M Buy
193,742
+8,847
+5% +$635K 8.23% 3
2022
Q1 		$14M Buy
184,895
+9,482
+5% +$711K 7.84% 3
2021
Q4 		$13.4M Buy
175,413
+10,031
+6% +$744K 6.73% 4
2021
Q3 		$11.7M Buy
165,382
+17,419
+12% +$1.26M 6.61% 4
2021
Q2 		$10.6M Buy
147,963
+144,324
+3,966% +$10.4M 6.1% 4
2021
Q1 		$226K Hold
3,639
– – 0.16% 47
2020
Q4 		$226K Buy
+3,639
New +$213K 0.15% 48

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 $424B AUM 22.94% 1-Year Est. Return
S
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
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

Madison Wealth Partners's IUSV Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 0.06% in Q1 2026, buying an estimated $18.5K and bringing the position to 312,125 shares worth $31.9M. The position accounts for 5.09% of the portfolio, ranked #6.

Madison Wealth Partners first reported a position in IUSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $32M in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Madison Wealth Partners held 312,125 shares of iShares Core S&P US Value ETF worth $31.9M as of Q1 2026.
  • Madison Wealth Partners bought 176 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $18.5K.
  • iShares Core S&P US Value ETF made up 5.09% of Madison Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • Madison Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's iShares Core S&P US Value ETF position peaked at $32M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.