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 Q3	$2.25M	Buy	20,376 +904	+5%	+$102K	0.21%	88
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

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

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

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

NWF Advisory Services's IUSV Position: Q3 2026 in Review

NWF Advisory Services increased its iShares Core S&P US Value ETF (IUSV) stake by 4.6% in Q3 2026, buying an estimated $102K and bringing the position to 20,376 shares worth $2.25M. The position accounts for 0.21% of the portfolio, ranked #88.

NWF Advisory Services first reported a position in IUSV in Q1 2023 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

NWF Advisory Services held 20,376 shares of iShares Core S&P US Value ETF worth $2.25M as of Q3 2026.
NWF Advisory Services bought 904 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $102K.
iShares Core S&P US Value ETF made up 0.21% of NWF Advisory Services's portfolio in Q3 2026, its #88 holding.
NWF Advisory Services first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 15 quarters since.
195 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.