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

Potentia Wealth’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 		$1.24M Hold
12,173
– – 0.48% 33
2025
Q4 		$1.25M Hold
12,173
– – 0.46% 34
2025
Q3 		$1.22M Hold
12,173
– – 0.46% 32
2025
Q2 		$1.15M Hold
12,173
– – 0.66% 18
2025
Q1 		$1.12M Hold
12,173
– – 0.53% 29
2024
Q4 		$1.13M Buy
+12,173
New +$1.17M 0.5% 32

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 $424B AUM 22.94% 1-Year Est. Return
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Potentia Wealth's IUSV Position: Q1 2026 in Review

Potentia Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 12,173 shares worth $1.24M. The position accounts for 0.48% of the portfolio, ranked #33.

Potentia Wealth first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Potentia Wealth held 12,173 shares of iShares Core S&P US Value ETF worth $1.24M as of Q1 2026.
  • Potentia Wealth left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.48% of Potentia Wealth's portfolio in Q1 2026, its #33 holding.
  • Potentia Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's iShares Core S&P US Value ETF position peaked at $1.25M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.