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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
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 $1.37T 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 $16.4B AUM 25.17% 1-Year Est. Return

SFG Wealth Management's IUSV Position: Q1 2026 in Review

SFG Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 21% in Q1 2026, selling an estimated $91.7K and leaving 3,273 shares worth $335K. The position accounts for 0.14% of the portfolio, ranked #85.

SFG Wealth Management first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $425K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • SFG Wealth Management held 3,273 shares of iShares Core S&P US Value ETF worth $335K as of Q1 2026.
  • SFG Wealth Management sold 874 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $91.7K.
  • iShares Core S&P US Value ETF made up 0.14% of SFG Wealth Management's portfolio in Q1 2026, its #85 holding.
  • SFG Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
  • SFG Wealth Management's iShares Core S&P US Value ETF position peaked at $425K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.