MWM
IUSV icon

Mission Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mission Wealth Management’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 		$583K Sell
5,706
-351
-6% -$36.8K 0.01% 447
2025
Q4 		$621K Sell
6,057
-248
-4% -$25.1K 0.01% 443
2025
Q3 		$630K Sell
6,305
-278
-4% -$27.1K 0.01% 429
2025
Q2 		$623K Sell
6,583
-163
-2% -$14.7K 0.01% 424
2025
Q1 		$623K Buy
6,746
+1,944
+40% +$182K 0.02% 404
2024
Q4 		$445K Buy
4,802
+786
+20% +$75.6K 0.01% 448
2024
Q3 		$384K Buy
4,016
+7
+0.2% +$644 0.01% 489
2024
Q2 		$353K Sell
4,009
-2,619
-40% -$231K 0.01% 496
2024
Q1 		$599K Buy
6,628
+2,630
+66% +$226K 0.02% 395
2023
Q4 		$337K Buy
3,998
+13
+0.3% +$1.01K 0.01% 452
2023
Q3 		$297K Hold
3,985
– – 0.01% 446
2023
Q2 		$312K Buy
3,985
+4
+0.1% +$299 0.01% 447
2023
Q1 		$294K Sell
3,981
-25
-0.6% -$1.84K 0.01% 449
2022
Q4 		$283K Buy
+4,006
New +$279K 0.01% 433
2022
Q2 		– Sell
-4,040
Closed -$307K – 536
2022
Q1 		$307K Buy
4,040
+1,152
+40% +$86.3K 0.01% 415
2021
Q4 		$220K Sell
2,888
-142
-5% -$10.5K 0.01% 499
2021
Q3 		$215K Sell
3,030
-338
-10% -$24.5K 0.01% 478
2021
Q2 		$242K Buy
3,368
+468
+16% +$33.7K 0.01% 437
2021
Q1 		$200K Buy
+2,900
New +$190K 0.01% 431

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 $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mission Wealth Management's IUSV Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.8% in Q1 2026, selling an estimated $36.8K and leaving 5,706 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #447.

Mission Wealth Management first reported a position in IUSV in Q1 2021 and has held it in 19 quarters since. The position peaked at $630K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Mission Wealth Management held 5,706 shares of iShares Core S&P US Value ETF worth $583K as of Q1 2026.
  • Mission Wealth Management sold 351 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $36.8K.
  • iShares Core S&P US Value ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #447 holding.
  • Mission Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 19 quarters since.
  • Mission Wealth Management's iShares Core S&P US Value ETF position peaked at $630K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.