MWA
IUSV icon

MFA Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

MFA Wealth 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
Q2 		$1.79M Sell
16,244
-143,348
-90% -$15.5M 0.31% 44
2026
Q1 		$16.3M Buy
159,592
+10,356
+7% +$1.09M 3.21% 10
2025
Q4 		$15.3M Buy
149,236
+9,191
+7% +$932K 3.23% 8
2025
Q3 		$14M Buy
140,045
+1,705
+1% +$166K 3.06% 8
2025
Q2 		$13.1M Sell
138,340
-4,314
-3% -$389K 3.07% 8
2025
Q1 		$13.2M Buy
142,654
+4,155
+3% +$390K 3.26% 9
2024
Q4 		$12.8M Buy
138,499
+11,066
+9% +$1.06M 3.28% 10
2024
Q3 		$12.2M Sell
127,433
-9,524
-7% -$876K 2.66% 13
2024
Q2 		$12.1M Sell
136,957
-1,309
-0.9% -$115K 2.64% 13
2024
Q1 		$12.5M Sell
138,266
-554
-0.4% -$47.7K 3.29% 10
2023
Q4 		$11.7M Buy
138,820
+4,090
+3% +$319K 3.29% 10
2023
Q3 		$10.1M Buy
134,730
+737
+0.6% +$57.8K 3.12% 11
2023
Q2 		$10.5M Buy
133,993
+3,561
+3% +$266K 3.3% 10
2023
Q1 		$9.62M Buy
+130,432
New +$9.61M 3.17% 11

Other funds holding IUSV

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return