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

Sagespring 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 		$290K Sell
2,841
-295
-9% -$30.9K 0.01% 670
2025
Q4 		$322K Buy
3,136
+276
+10% +$28K 0.01% 603
2025
Q3 		$286K Sell
2,860
-663
-19% -$64.5K 0.01% 617
2025
Q2 		$333K Hold
3,523
– – 0.01% 544
2025
Q1 		$325K Hold
3,523
– – 0.01% 489
2024
Q4 		$326K Buy
+3,523
New +$339K 0.01% 456

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

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

Sagespring Wealth Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 9.4% in Q1 2026, selling an estimated $30.9K and leaving 2,841 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #670.

Sagespring Wealth Partners first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q2 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Sagespring Wealth Partners held 2,841 shares of iShares Core S&P US Value ETF worth $290K as of Q1 2026.
  • Sagespring Wealth Partners sold 295 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $30.9K.
  • iShares Core S&P US Value ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #670 holding.
  • Sagespring Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares Core S&P US Value ETF position peaked at $333K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.