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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
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

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

Prasad Wealth Partners's IUSV Position: Q1 2026 in Review

Prasad Wealth Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 6.1% in Q1 2026, selling an estimated $15.6K and leaving 2,299 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #130.

Prasad Wealth Partners first reported a position in IUSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $251K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Prasad Wealth Partners held 2,299 shares of iShares Core S&P US Value ETF worth $235K as of Q1 2026.
  • Prasad Wealth Partners sold 149 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $15.6K.
  • iShares Core S&P US Value ETF made up 0.06% of Prasad Wealth Partners's portfolio in Q1 2026, its #130 holding.
  • Prasad Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Prasad Wealth Partners's iShares Core S&P US Value ETF position peaked at $251K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.