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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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
AL
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

NWF Advisory Services's IUSV Position: Q1 2026 in Review

NWF Advisory Services increased its iShares Core S&P US Value ETF (IUSV) stake by 9.4% in Q1 2026, buying an estimated $167K and bringing the position to 18,560 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #84.

NWF Advisory Services first reported a position in IUSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.15M in Q4 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • NWF Advisory Services held 18,560 shares of iShares Core S&P US Value ETF worth $1.9M as of Q1 2026.
  • NWF Advisory Services bought 1,597 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $167K.
  • iShares Core S&P US Value ETF made up 0.21% of NWF Advisory Services's portfolio in Q1 2026, its #84 holding.
  • NWF Advisory Services first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's iShares Core S&P US Value ETF position peaked at $2.15M in Q4 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.