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 Q3	$2.6M	Sell	23,535 -622	-3%	-$70.3K	1.54%	14
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%	+$9.9K	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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

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

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

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

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

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

MFA Wealth Services reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.6% in Q3 2026, selling an estimated $70.3K and leaving 23,535 shares worth $2.6M. The position accounts for 1.54% of the portfolio, ranked #14.

MFA Wealth Services first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.66M in Q2 2026. 195 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

MFA Wealth Services held 23,535 shares of iShares Core S&P US Value ETF worth $2.6M as of Q3 2026.
MFA Wealth Services sold 622 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $70.3K.
iShares Core S&P US Value ETF made up 1.54% of MFA Wealth Services's portfolio in Q3 2026, its #14 holding.
MFA Wealth Services first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares Core S&P US Value ETF position peaked at $2.66M in Q2 2026.
195 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.