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

Ridgecrest 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	$322K	Hold	3,150	–	–	0.18%	74
2025 Q4	$323K	Hold	3,150	–	–	0.18%	76
2025 Q3	$315K	Hold	3,150	–	–	0.14%	85
2025 Q2	$298K	Hold	3,150	–	–	0.16%	79
2025 Q1	$291K	Sell	3,150 -550	-15%	-$51.6K	0.15%	85
2024 Q4	$343K	Hold	3,700	–	–	0.19%	72
2024 Q3	$353K	Hold	3,700	–	–	0.18%	78
2024 Q2	$326K	Hold	3,700	–	–	0.2%	76
2024 Q1	$335K	Hold	3,700	–	–	0.2%	76
2023 Q4	$312K	Hold	3,700	–	–	0.21%	74
2023 Q3	$276K	Hold	3,700	–	–	0.19%	78
2023 Q2	$290K	Hold	3,700	–	–	0.19%	77
2023 Q1	$273K	Hold	3,700	–	–	0.19%	80
2022 Q4	$261K	Hold	3,700	–	–	0.2%	77
2022 Q3	$232K	Hold	3,700	–	–	0.19%	82
2022 Q2	$247K	Hold	3,700	–	–	0.18%	87
2022 Q1	$281K	Hold	3,700	–	–	0.18%	90
2021 Q4	$282K	Hold	3,700	–	–	0.14%	105
2021 Q3	$262K	Hold	3,700	–	–	0.14%	100
2021 Q2	$266K	Hold	3,700	–	–	0.17%	94
2021 Q1	$255K	Buy	+3,700	New	+$243K	0.24%	73

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Ridgecrest Wealth Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 3,150 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #74.

Ridgecrest Wealth Partners first reported a position in IUSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $353K in Q3 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Ridgecrest Wealth Partners held 3,150 shares of iShares Core S&P US Value ETF worth $322K as of Q1 2026.
Ridgecrest Wealth 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 0.18% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #74 holding.
Ridgecrest Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's iShares Core S&P US Value ETF position peaked at $353K in Q3 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.