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 Q3	$379K	Sell	3,440 -12,804	-79%	-$1.45M	0.06%	75
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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

MFA Wealth Advisors's IUSV Position: Q3 2026 in Review

MFA Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 79% in Q3 2026, selling an estimated $1.45M and leaving 3,440 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #75.

MFA Wealth Advisors first reported a position in IUSV in Q1 2023 and has held it in 15 quarters since. The position peaked at $16.3M in Q1 2026. 60 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

MFA Wealth Advisors held 3,440 shares of iShares Core S&P US Value ETF worth $379K as of Q3 2026.
MFA Wealth Advisors sold 12,804 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $1.45M.
iShares Core S&P US Value ETF made up 0.06% of MFA Wealth Advisors's portfolio in Q3 2026, its #75 holding.
MFA Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 15 quarters since.
MFA Wealth Advisors's iShares Core S&P US Value ETF position peaked at $16.3M in Q1 2026.
60 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.