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Redwood Financial Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

Redwood Financial Network’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 		$382K Buy
3,732
+96
+3% +$10.1K 0.25% 111
2025
Q4 		$373K Buy
3,636
+1,087
+43% +$110K 0.24% 118
2025
Q3 		$255K Buy
2,549
+108
+4% +$10.5K 0.16% 148
2025
Q2 		$231K Sell
2,441
-3
-0.1% -$271 0.16% 151
2025
Q1 		$226K Buy
+2,444
New +$229K 0.17% 147

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 $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Redwood Financial Network's IUSV Position: Q1 2026 in Review

Redwood Financial Network increased its iShares Core S&P US Value ETF (IUSV) stake by 2.6% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,732 shares worth $382K. The position accounts for 0.25% of the portfolio, ranked #111.

Redwood Financial Network first reported a position in IUSV in Q1 2025 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Redwood Financial Network held 3,732 shares of iShares Core S&P US Value ETF worth $382K as of Q1 2026.
  • Redwood Financial Network bought 96 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $10.1K.
  • iShares Core S&P US Value ETF made up 0.25% of Redwood Financial Network's portfolio in Q1 2026, its #111 holding.
  • Redwood Financial Network first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.