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Robinson Smith Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Robinson Smith Wealth Advisors’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 		$2.9M Sell
28,340
-52,425
-65% -$5.5M 1.96% 14
2025
Q4 		$8.28M Sell
80,765
-22,452
-22% -$2.28M 5.66% 3
2025
Q3 		$10.3M Buy
103,217
+2,236
+2% +$218K 7.41% 2
2025
Q2 		$9.56M Sell
100,981
-209
-0.2% -$18.9K 7.64% 2
2025
Q1 		$9.34M Buy
101,190
+794
+0.8% +$74.5K 7.82% 2
2024
Q4 		$9.3M Buy
100,396
+3,115
+3% +$300K 7.88% 2
2024
Q3 		$9.29M Sell
97,281
-3,708
-4% -$341K 7.9% 2
2024
Q2 		$8.9M Buy
100,989
+1,070
+1% +$94.3K 7.84% 2
2024
Q1 		$9.04M Sell
99,919
-1,134
-1% -$97.6K 8.68% 2
2023
Q4 		$8.52M Buy
+101,053
New +$7.87M 8.38% 2

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 $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

Robinson Smith Wealth Advisors's IUSV Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 65% in Q1 2026, selling an estimated $5.5M and leaving 28,340 shares worth $2.9M. The position accounts for 1.96% of the portfolio, ranked #14.

Robinson Smith Wealth Advisors first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Robinson Smith Wealth Advisors held 28,340 shares of iShares Core S&P US Value ETF worth $2.9M as of Q1 2026.
  • Robinson Smith Wealth Advisors sold 52,425 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $5.5M.
  • iShares Core S&P US Value ETF made up 1.96% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Robinson Smith Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Robinson Smith Wealth Advisors's iShares Core S&P US Value ETF position peaked at $10.3M in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.