NWM
IUSV icon

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

Northwest 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 		$863K Sell
7,833
-274
-3% -$29.6K 0.11% 88
2026
Q1 		$829K Sell
8,107
-6
-0.1% -$629 0.12% 83
2025
Q4 		$832K Sell
8,113
-1,382
-15% -$140K 0.13% 80
2025
Q3 		$949K Sell
9,495
-159
-2% -$15.5K 0.16% 77
2025
Q2 		$914K Sell
9,654
-669
-6% -$60.4K 0.17% 75
2025
Q1 		$953K Sell
10,323
-469
-4% -$44K 0.19% 72
2024
Q4 		$999K Sell
10,792
-1,004
-9% -$96.6K 0.21% 70
2024
Q3 		$1.13M Sell
11,796
-1,825
-13% -$168K 0.26% 66
2024
Q2 		$1.2M Sell
13,621
-34
-0.2% -$3K 0.31% 61
2024
Q1 		$1.23M Sell
13,655
-14,228
-51% -$1.22M 0.34% 59
2023
Q4 		$2.35M Sell
27,883
-454
-2% -$35.4K 0.71% 35
2023
Q3 		$2.11M Sell
28,337
-254
-0.9% -$19.9K 0.76% 34
2023
Q2 		$2.24M Sell
28,591
-660
-2% -$49.3K 0.81% 35
2023
Q1 		$2.16M Buy
29,251
+312
+1% +$23K 0.82% 35
2022
Q4 		$2.04M Sell
28,939
-3,877
-12% -$270K 0.87% 38
2022
Q3 		$2.06M Sell
32,816
-47
-0.1% -$3.25K 0.91% 38
2022
Q2 		$2.2M Buy
32,863
+1,493
+5% +$107K 0.95% 35
2022
Q1 		$2.38M Buy
31,370
+4,451
+17% +$334K 1.17% 30
2021
Q4 		$2.06M Sell
26,919
-6
-0% -$445 0.96% 32
2021
Q3 		$1.91M Buy
26,925
+382
+1% +$27.7K 0.95% 30
2021
Q2 		$1.91M Buy
26,543
+1,433
+6% +$103K 1.01% 24
2021
Q1 		$1.73M Buy
25,110
+1,294
+5% +$84.9K 1.09% 26
2020
Q4 		$1.48M Sell
23,816
-1,040
-4% -$60.9K 1.02% 27
2020
Q3 		$1.35M Sell
24,856
-1,900
-7% -$104K 1.12% 25
2020
Q2 		$1.4M Buy
26,756
+517
+2% +$26.4K 1.22% 21
2020
Q1 		$1.21M Buy
+26,239
New +$1.51M 1.23% 22

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Northwest Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.4% in Q2 2026, selling an estimated $29.6K and leaving 7,833 shares worth $863K. The position accounts for 0.11% of the portfolio, ranked #88.

Northwest Wealth Management first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.38M in Q1 2022. 336 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Northwest Wealth Management held 7,833 shares of iShares Core S&P US Value ETF worth $863K as of Q2 2026.
  • Northwest Wealth Management sold 274 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $29.6K.
  • iShares Core S&P US Value ETF made up 0.11% of Northwest Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Northwest Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Northwest Wealth Management's iShares Core S&P US Value ETF position peaked at $2.38M in Q1 2022.
  • 336 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.