NWF Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

NWF Advisory Services’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	$2.14M	Buy	19,472 +912	+5%	+$98.7K	0.2%	91
2026 Q1	$1.9M	Buy	18,560 +1,597	+9%	+$167K	0.21%	84
2025 Q4	$1.74M	Sell	16,963 -532	-3%	-$53.9K	0.19%	89
2025 Q3	$1.75M	Sell	17,495 -1,429	-8%	-$139K	0.19%	90
2025 Q2	$1.79M	Sell	18,924 -3,416	-15%	-$308K	0.21%	83
2025 Q1	$2.06M	Sell	22,340 -921	-4%	-$86.4K	0.29%	67
2024 Q4	$2.15M	Buy	23,261 +1,610	+7%	+$155K	0.32%	54
2024 Q3	$2.07M	Buy	21,651 +5,763	+36%	+$530K	0.3%	67
2024 Q2	$1.4M	Buy	15,888 +271	+2%	+$23.9K	0.22%	76
2024 Q1	$1.41M	Sell	15,617 -560	-3%	-$48.2K	0.24%	81
2023 Q4	$1.36M	Sell	16,177 -1,162	-7%	-$90.5K	0.27%	69
2023 Q3	$1.29M	Sell	17,339 -612	-3%	-$48K	0.3%	65
2023 Q2	$1.4M	Hold	17,951	–	–	0.33%	61
2023 Q1	$1.4M	Buy	+17,951	New	+$1.32M	0.33%	61

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

NWF Advisory Services's IUSV Position: Q2 2026 in Review

NWF Advisory Services increased its iShares Core S&P US Value ETF (IUSV) stake by 4.9% in Q2 2026, buying an estimated $98.7K and bringing the position to 19,472 shares worth $2.14M. The position accounts for 0.2% of the portfolio, ranked #91.

NWF Advisory Services first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.15M in Q4 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

NWF Advisory Services held 19,472 shares of iShares Core S&P US Value ETF worth $2.14M as of Q2 2026.
NWF Advisory Services bought 912 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $98.7K.
iShares Core S&P US Value ETF made up 0.2% of NWF Advisory Services's portfolio in Q2 2026, its #91 holding.
NWF Advisory Services first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's iShares Core S&P US Value ETF position peaked at $2.15M in Q4 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.