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

MFA Wealth Services’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 		$2.66M Buy
24,157
+68
+0.3% +$7.36K 1.59% 13
2026
Q1 		$2.46M Buy
24,089
+241
+1% +$25.3K 1.63% 12
2025
Q4 		$2.45M Buy
23,848
+98
+0.4% +$9.94K 1.65% 13
2025
Q3 		$2.37M Buy
23,750
+87
+0.4% +$8.47K 1.64% 13
2025
Q2 		$2.24M Buy
23,663
+678
+3% +$61.2K 1.68% 15
2025
Q1 		$2.12M Buy
22,985
+2,557
+13% +$240K 1.74% 13
2024
Q4 		$1.89M Buy
+20,428
New +$1.96M 1.52% 15

Other funds holding IUSV

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
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
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFA Wealth Services's IUSV Position: Q2 2026 in Review

MFA Wealth Services increased its iShares Core S&P US Value ETF (IUSV) stake by 0.28% in Q2 2026, buying an estimated $7.36K and bringing the position to 24,157 shares worth $2.66M. The position accounts for 1.59% of the portfolio, ranked #13.

MFA Wealth Services first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • MFA Wealth Services held 24,157 shares of iShares Core S&P US Value ETF worth $2.66M as of Q2 2026.
  • MFA Wealth Services bought 68 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $7.36K.
  • iShares Core S&P US Value ETF made up 1.59% of MFA Wealth Services's portfolio in Q2 2026, its #13 holding.
  • MFA Wealth Services first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.