Pacifica Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pacifica Partners’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	–	Sell	-340	Closed	-$35K	–	472
2025 Q4	$35K	Hold	340	–	–	0.02%	204
2025 Q3	$34.1K	Sell	340 -797	-70%	-$77.6K	0.01%	231
2025 Q2	$107K	Sell	1,137 -85	-7%	-$7.67K	0.04%	144
2025 Q1	$108K	Hold	1,222	–	–	0.05%	136
2024 Q4	$113K	Hold	1,222	–	–	0.05%	138
2024 Q3	$117K	Sell	1,222 -300	-20%	-$27.6K	0.05%	146
2024 Q2	$134K	Buy	+1,522	New	+$134K	0.06%	136
2023 Q4	–	Sell	-865	Closed	-$63.5K	–	564
2023 Q3	$63.5K	Hold	865	–	–	0.03%	164
2023 Q2	$67.7K	Hold	865	–	–	0.04%	143
2023 Q1	$63.1K	Buy	+865	New	+$63.7K	0.04%	148

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Pacifica Partners's IUSV Position: Q1 2026 in Review

Pacifica Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 340 shares — an estimated $35K sold.

Pacifica Partners first reported a position in IUSV in Q1 2023 and held it in 10 quarters. The position peaked at $134K in Q2 2024. 791 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Pacifica Partners reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
Pacifica Partners sold 340 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $35K.
Pacifica Partners first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 10 quarters.
Pacifica Partners's iShares Core S&P US Value ETF position peaked at $134K in Q2 2024.
791 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Pacifica Partners's 13F filing for Q1 2026, filed 9 Apr 2026.