Next Level Wealth Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Next Level Wealth Planning’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	$5.74K	Buy	+52	New	+$5.88K	﹤0.01%	374

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Next Level Wealth Planning's IUSV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 52 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

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

Next Level Wealth Planning held 52 shares of iShares Core S&P US Value ETF worth $5.74K as of Q3 2026.
iShares Core S&P US Value ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #374 holding.
499 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.