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

Smallwood Wealth Investment 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 		$49K Hold
444
– – 0.02% 192
2026
Q1 		$45.5K Hold
444
– – 0.02% 185
2025
Q4 		$45.6K Hold
444
– – 0.02% 182
2025
Q3 		$44.5K Hold
444
– – 0.02% 187
2025
Q2 		$42.1K Buy
444
+2
+0.5% +$181 0.02% 184
2025
Q1 		$40.9K Buy
+442
New +$41.5K 0.03% 178

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Smallwood Wealth Investment Management's IUSV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 444 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #192.

Smallwood Wealth Investment Management first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. 398 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Smallwood Wealth Investment Management held 444 shares of iShares Core S&P US Value ETF worth $49K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #192 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.