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

RWA 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 		$2.81M Buy
27,434
+6,769
+33% +$710K 0.03% 220
2025
Q4 		$2.12M Sell
20,665
-1,239
-6% -$126K 0.02% 252
2025
Q3 		$2.19M Sell
21,904
-156
-0.7% -$15.2K 0.02% 246
2025
Q2 		$2.09M Buy
22,060
+3,511
+19% +$317K 0.03% 242
2025
Q1 		$1.71M Sell
18,549
-2,337
-11% -$219K 0.02% 260
2024
Q4 		$1.93M Buy
20,886
+344
+2% +$33.1K 0.02% 252
2024
Q3 		$1.96M Sell
20,542
-473
-2% -$43.5K 0.02% 253
2024
Q2 		$1.85M Sell
21,015
-161
-0.8% -$14.2K 0.02% 244
2024
Q1 		$1.92M Sell
21,176
-538
-2% -$46.3K 0.03% 246
2023
Q4 		$1.83M Buy
21,714
+16
+0.1% +$1.25K 0.03% 239
2023
Q3 		$1.62M Sell
21,698
-6,738
-24% -$529K 0.04% 154
2023
Q2 		$2.23M Sell
28,436
-2,637
-8% -$197K 0.05% 124
2023
Q1 		$2.29M Buy
31,073
+2,693
+9% +$198K 0.06% 96
2022
Q4 		$2.1M Buy
+28,380
New +$1.97M 0.05% 104

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 $13.5B AUM 19.09% 1-Year Est. Return

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

RWA Wealth Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 33% in Q1 2026, buying an estimated $710K and bringing the position to 27,434 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #220.

RWA Wealth Partners first reported a position in IUSV in Q4 2022 and has held it in 14 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • RWA Wealth Partners held 27,434 shares of iShares Core S&P US Value ETF worth $2.81M as of Q1 2026.
  • RWA Wealth Partners bought 6,769 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $710K.
  • iShares Core S&P US Value ETF made up 0.03% of RWA Wealth Partners's portfolio in Q1 2026, its #220 holding.
  • RWA Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.