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SFG Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

SFG Wealth Management’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
Q2 		$382K Buy
3,471
+198
+6% +$21.4K 0.14% 95
2026
Q1 		$335K Sell
3,273
-874
-21% -$91.7K 0.14% 85
2025
Q4 		$425K Buy
4,147
+9
+0.2% +$913 0.17% 88
2025
Q3 		$414K Sell
4,138
-180
-4% -$17.5K 0.18% 88
2025
Q2 		$409K Sell
4,318
-21
-0.5% -$1.9K 0.25% 54
2025
Q1 		$400K Buy
4,339
+2
+0% +$188 0.2% 86
2024
Q4 		$402K Buy
4,337
+133
+3% +$12.8K 0.21% 65
2024
Q3 		$401K Buy
4,204
+3
+0.1% +$276 0.21% 65
2024
Q2 		$370K Sell
4,201
-58
-1% -$5.11K 0.21% 69
2024
Q1 		$385K Sell
4,259
-268
-6% -$23.1K 0.23% 63
2023
Q4 		$382K Buy
4,527
+530
+13% +$41.3K 0.25% 58
2023
Q3 		$298K Hold
3,997
– – 0.24% 71
2023
Q2 		$313K Buy
3,997
+329
+9% +$24.6K 0.26% 69
2023
Q1 		$271K Sell
3,668
-132
-3% -$9.72K 0.3% 57
2022
Q4 		$268K Buy
3,800
+146
+4% +$10.2K 0.33% 56
2022
Q3 		$229K Sell
3,654
-741
-17% -$51.2K 0.31% 63
2022
Q2 		$294K Buy
4,395
+420
+11% +$30.2K 0.34% 56
2022
Q1 		$302K Buy
3,975
+19
+0.5% +$1.42K 0.28% 64
2021
Q4 		$302K Buy
+3,956
New +$293K 0.27% 74

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

SFG Wealth Management's IUSV Position: Q2 2026 in Review

SFG Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 6% in Q2 2026, buying an estimated $21.4K and bringing the position to 3,471 shares worth $382K. The position accounts for 0.14% of the portfolio, ranked #95.

SFG Wealth Management first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $425K in Q4 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • SFG Wealth Management held 3,471 shares of iShares Core S&P US Value ETF worth $382K as of Q2 2026.
  • SFG Wealth Management bought 198 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Core S&P US Value ETF made up 0.14% of SFG Wealth Management's portfolio in Q2 2026, its #95 holding.
  • SFG Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's iShares Core S&P US Value ETF position peaked at $425K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.