MWM
IUSV icon

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

Modern 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
Q2 		$27.3M Buy
247,856
+208,330
+527% +$22.5M 0.33% 73
2026
Q1 		$4.05M Sell
39,526
-2,557
-6% -$268K 0.07% 220
2025
Q4 		$4.32M Sell
42,083
-13,324
-24% -$1.35M 0.08% 203
2025
Q3 		$5.54M Sell
55,407
-61,973
-53% -$6.03M 0.11% 176
2025
Q2 		$11.1M Buy
117,380
+17,885
+18% +$1.61M 0.27% 92
2025
Q1 		$9.18M Buy
99,495
+1,178
+1% +$111K 0.29% 79
2024
Q4 		$9.1M Buy
98,317
+74,814
+318% +$7.2M 0.34% 71
2024
Q3 		$2.24M Buy
23,503
+1,140
+5% +$105K 0.14% 102
2024
Q2 		$1.97M Buy
22,363
+1,245
+6% +$110K 0.15% 89
2024
Q1 		$1.91M Buy
21,118
+7,932
+60% +$683K 0.18% 75
2023
Q4 		$1.11M Buy
+13,186
New +$1.03M 0.14% 56

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
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

Modern Wealth Management's IUSV Position: Q2 2026 in Review

Modern Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 527% in Q2 2026, buying an estimated $22.5M and bringing the position to 247,856 shares worth $27.3M. The position accounts for 0.33% of the portfolio, ranked #73.

Modern Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Modern Wealth Management held 247,856 shares of iShares Core S&P US Value ETF worth $27.3M as of Q2 2026.
  • Modern Wealth Management bought 208,330 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $22.5M.
  • iShares Core S&P US Value ETF made up 0.33% of Modern Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Modern Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.