Narus Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Narus Financial Partners’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	$1.25M	Buy	12,260 +12	+0.1%	+$1.26K	0.33%	53
2025 Q4	$1.26M	Buy	12,248 +17	+0.1%	+$1.72K	0.35%	52
2025 Q3	$1.22M	Buy	12,231 +16	+0.1%	+$1.56K	0.33%	53
2025 Q2	$1.16M	Buy	12,215 +14	+0.1%	+$1.26K	0.36%	46
2025 Q1	$1.13M	Sell	12,201 -662	-5%	-$62.1K	0.38%	44
2024 Q4	$1.19M	Buy	12,863 +18	+0.1%	+$1.73K	0.4%	42
2024 Q3	$1.23M	Buy	12,845 +19	+0.1%	+$1.75K	0.44%	45
2024 Q2	$1.13M	Buy	12,826 +15	+0.1%	+$1.32K	0.46%	46
2024 Q1	$1.16M	Buy	12,811 +15	+0.1%	+$1.29K	0.49%	44
2023 Q4	$1.08M	Sell	12,796 -285	-2%	-$22.2K	0.52%	43
2023 Q3	$976K	Hold	13,081	–	–	0.5%	37
2023 Q2	$1.02M	Hold	13,081	–	–	0.53%	36
2023 Q1	$965K	Hold	13,081	–	–	0.52%	36
2022 Q4	$924K	Sell	13,081 -600	-4%	-$41.7K	0.53%	34
2022 Q3	$857K	Buy	13,681 +3,431	+33%	+$237K	0.54%	30
2022 Q2	$686K	Hold	10,250	–	–	0.44%	43
2022 Q1	$778K	Buy	+10,250	New	+$768K	0.44%	41
2021 Q1	$850K	Buy	+12,343	New	+$810K	0.51%	25
2019 Q4	$862K	Hold	13,671	–	–	0.6%	16
2019 Q3	$790K	Hold	13,671	–	–	0.58%	15
2019 Q2	$774K	Buy	+13,671	New	+$761K	0.6%	15
2017 Q3	$1.1M	Hold	21,000	–	–	0.97%	13
2017 Q2	$1.07M	Hold	21,000	–	–	0.99%	13
2017 Q1	$1.06M	Hold	21,000	–	–	1.02%	13
2016 Q4	$1.03M	Buy	+21,000	New	+$992K	1.09%	11

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Narus Financial Partners's IUSV Position: Q1 2026 in Review

Narus Financial Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 0.1% in Q1 2026, buying an estimated $1.26K and bringing the position to 12,260 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #53.

Narus Financial Partners first reported a position in IUSV in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.26M in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Narus Financial Partners held 12,260 shares of iShares Core S&P US Value ETF worth $1.25M as of Q1 2026.
Narus Financial Partners bought 12 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.26K.
iShares Core S&P US Value ETF made up 0.33% of Narus Financial Partners's portfolio in Q1 2026, its #53 holding.
Narus Financial Partners first reported a position in iShares Core S&P US Value ETF in Q4 2016 and has held it in 25 quarters since.
Narus Financial Partners's iShares Core S&P US Value ETF position peaked at $1.26M in Q4 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.