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

Proficio Capital 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 		$207K Hold
2,022
– – 0.01% 241
2025
Q4 		$207K Hold
2,022
– – 0.01% 229
2025
Q3 		$202K Buy
+2,022
New +$197K 0.01% 217

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 $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 $5.8B AUM 14.71% 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

Proficio Capital Partners's IUSV Position: Q1 2026 in Review

Proficio Capital Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,022 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #241.

Proficio Capital Partners first reported a position in IUSV in Q3 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Proficio Capital Partners held 2,022 shares of iShares Core S&P US Value ETF worth $207K as of Q1 2026.
  • Proficio Capital Partners left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Proficio Capital Partners's portfolio in Q1 2026, its #241 holding.
  • Proficio Capital Partners first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Proficio Capital Partners's iShares Core S&P US Value ETF position peaked at $207K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.