Prasad Wealth Partners
IUSV icon

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

Prasad Wealth 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
Q3 		$208K Sell
1,887
-48
-2% -$5.43K 0.05% 168
2026
Q2 		$213K Sell
1,935
-364
-16% -$39.4K 0.05% 151
2026
Q1 		$235K Sell
2,299
-149
-6% -$15.6K 0.06% 130
2025
Q4 		$251K Buy
2,448
+55
+2% +$5.58K 0.07% 124
2025
Q3 		$239K Buy
2,393
+9
+0.4% +$876 0.07% 122
2025
Q2 		$226K Buy
2,384
+35
+1% +$3.16K 0.07% 113
2025
Q1 		$217K Buy
+2,349
New +$220K 0.07% 109

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prasad Wealth Partners's IUSV Position: Q3 2026 in Review

Prasad Wealth Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.5% in Q3 2026, selling an estimated $5.43K and leaving 1,887 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #168.

Prasad Wealth Partners first reported a position in IUSV in Q1 2025 and has held it in 7 quarters since. The position peaked at $251K in Q4 2025. 654 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Prasad Wealth Partners held 1,887 shares of iShares Core S&P US Value ETF worth $208K as of Q3 2026.
  • Prasad Wealth Partners sold 48 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $5.43K.
  • iShares Core S&P US Value ETF made up 0.05% of Prasad Wealth Partners's portfolio in Q3 2026, its #168 holding.
  • Prasad Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 7 quarters since.
  • Prasad Wealth Partners's iShares Core S&P US Value ETF position peaked at $251K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Prasad Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.