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

SHP 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 		$34.2K Sell
334
-73
-18% -$7.66K ﹤0.01% 585
2025
Q4 		$41.7K Buy
+407
New +$41.3K ﹤0.01% 520

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $5.16B AUM 18.64% 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

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

SHP Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 18% in Q1 2026, selling an estimated $7.66K and leaving 334 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

SHP Wealth Management first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.7K in Q4 2025. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • SHP Wealth Management held 334 shares of iShares Core S&P US Value ETF worth $34.2K as of Q1 2026.
  • SHP Wealth Management sold 73 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $7.66K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #585 holding.
  • SHP Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core S&P US Value ETF position peaked at $41.7K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.