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

Sheets Smith 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 Q3	$364K	Buy	3,303 +6	+0.2%	+$679	0.04%	324
2026 Q2	$363K	Sell	3,297 -195	-6%	-$21.1K	0.04%	331
2026 Q1	$357K	Buy	3,492 +5	+0.1%	+$524	0.04%	327
2025 Q4	$358K	Buy	3,487 +7	+0.2%	+$710	0.04%	324
2025 Q3	$348K	Buy	3,480 +6	+0.2%	+$584	0.04%	320
2025 Q2	$329K	Buy	3,474 +6	+0.2%	+$542	0.04%	330
2025 Q1	$320K	Buy	3,468 +5	+0.1%	+$469	0.04%	296
2024 Q4	$321K	Sell	3,463 -493	-12%	-$47.4K	0.04%	311
2024 Q3	$378K	Buy	3,956 +8	+0.2%	+$736	0.05%	286
2024 Q2	$348K	Buy	3,948 +6	+0.2%	+$529	0.04%	296
2024 Q1	$357K	Buy	3,942 +6	+0.2%	+$516	0.04%	300
2023 Q4	$332K	Buy	3,936 +13	+0.3%	+$1.01K	0.05%	275
2023 Q3	$293K	Hold	3,923	–	–	0.04%	274
2023 Q2	$307K	Buy	3,923 +5	+0.1%	+$373	0.04%	274
2023 Q1	$289K	Buy	3,918 +5	+0.1%	+$368	0.04%	271
2022 Q4	$276K	Buy	3,913 +16	+0.4%	+$1.11K	0.04%	264
2022 Q3	$244K	Hold	3,897	–	–	0.04%	266
2022 Q2	$261K	Buy	3,897 +6	+0.2%	+$431	0.04%	259
2022 Q1	$295K	Buy	3,891 +6	+0.2%	+$450	0.04%	283
2021 Q4	$297K	Buy	3,885 +13	+0.3%	+$964	0.04%	308
2021 Q3	$274K	Hold	3,872	–	–	0.04%	314
2021 Q2	$279K	Buy	3,872 +10	+0.3%	+$719	0.04%	311
2021 Q1	$266K	Hold	3,862	–	–	0.04%	286
2020 Q4	$240K	Buy	3,862 +8	+0.2%	+$469	0.04%	302
2020 Q3	$209K	Buy	3,854 +8	+0.2%	+$437	0.04%	281
2020 Q2	$201K	Sell	3,846 -532	-12%	-$27.2K	0.04%	246
2020 Q1	$202K	Buy	4,378 +24	+0.6%	+$1.38K	0.04%	258
2019 Q4	$274K	Buy	4,354 +20	+0.5%	+$1.21K	0.05%	280
2019 Q3	$251K	Buy	4,334 +500	+13%	+$28.5K	0.05%	272
2019 Q2	$217K	Buy	3,834 +9	+0.2%	+$501	0.04%	303
2019 Q1	$210K	Buy	+3,825	New	+$204K	0.05%	299
2018 Q4	–	Sell	-3,687	Closed	-$208K	–	299
2018 Q3	$208K	Buy	+3,687	New	+$206K	0.04%	324

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Sheets Smith Wealth Management's IUSV Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.18% in Q3 2026, buying an estimated $679 and bringing the position to 3,303 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #324.

Sheets Smith Wealth Management first reported a position in IUSV in Q3 2018 and has held it in 32 quarters since. The position peaked at $378K in Q3 2024. 509 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Sheets Smith Wealth Management held 3,303 shares of iShares Core S&P US Value ETF worth $364K as of Q3 2026.
Sheets Smith Wealth Management bought 6 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $679.
iShares Core S&P US Value ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #324 holding.
Sheets Smith Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2018 and has held it in 32 quarters since.
Sheets Smith Wealth Management's iShares Core S&P US Value ETF position peaked at $378K in Q3 2024.
509 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.