Moneywise Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Moneywise Inc’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	$874K	Buy	+7,930	New	+$897K	0.83%	35

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneywise Inc's IUSV Position: Q3 2026 in Review

Moneywise Inc opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 7,930 shares worth $874K. The stake represents 0.83% of the portfolio and ranks #35 among its holdings.

733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Moneywise Inc held 7,930 shares of iShares Core S&P US Value ETF worth $874K as of Q3 2026.
iShares Core S&P US Value ETF was a new Moneywise Inc position in Q3 2026.
iShares Core S&P US Value ETF made up 0.83% of Moneywise Inc's portfolio in Q3 2026, its #35 holding.
733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.