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

Spire 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 		$5.61M Sell
50,974
-421
-0.8% -$45.6K 0.17% 128
2026
Q1 		$5.26M Sell
51,395
-1,077
-2% -$113K 0.18% 121
2025
Q4 		$5.38M Sell
52,472
-240
-0.5% -$24.3K 0.18% 112
2025
Q3 		$5.27M Sell
52,712
-945
-2% -$92K 0.18% 110
2025
Q2 		$5.08M Sell
53,657
-2,463
-4% -$222K 0.18% 105
2025
Q1 		$5.18M Sell
56,120
-3,912
-7% -$367K 0.17% 119
2024
Q4 		$5.56M Sell
60,032
-575
-0.9% -$55.3K 0.17% 119
2024
Q3 		$5.79M Buy
60,607
+170
+0.3% +$15.6K 0.2% 108
2024
Q2 		$5.33M Sell
60,437
-37
-0.1% -$3.26K 0.19% 111
2024
Q1 		$5.47M Sell
60,474
-552
-0.9% -$47.5K 0.1% 150
2023
Q4 		$5.11M Buy
61,026
+2,698
+5% +$210K 0.17% 135
2023
Q3 		$4.35M Sell
58,328
-2,779
-5% -$218K 0.17% 128
2023
Q2 		$4.78M Sell
61,107
-924
-1% -$69K 0.18% 107
2023
Q1 		$4.58M Buy
62,031
+49,390
+391% +$3.64M 0.18% 116
2022
Q4 		$893K Buy
12,641
+3,609
+40% +$251K 0.05% 253
2022
Q3 		$565K Sell
9,032
-37,672
-81% -$2.6M 0.03% 305
2022
Q2 		$3.12M Sell
46,704
-38,267
-45% -$2.75M 0.13% 156
2022
Q1 		$6.45M Buy
84,971
+24,693
+41% +$1.85M 0.17% 135
2021
Q4 		$4.6M Buy
60,278
+4,619
+8% +$343K 0.1% 183
2021
Q3 		$3.94M Buy
55,659
+909
+2% +$66K 0.1% 186
2021
Q2 		$3.94M Buy
54,750
+7,999
+17% +$575K 0.11% 188
2021
Q1 		$3.21M Buy
+46,751
New +$3.07M 0.09% 210

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

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

Spire Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.82% in Q2 2026, selling an estimated $45.6K and leaving 50,974 shares worth $5.61M. The position accounts for 0.17% of the portfolio, ranked #128.

Spire Wealth Management first reported a position in IUSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.45M in Q1 2022. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Spire Wealth Management held 50,974 shares of iShares Core S&P US Value ETF worth $5.61M as of Q2 2026.
  • Spire Wealth Management sold 421 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $45.6K.
  • iShares Core S&P US Value ETF made up 0.17% of Spire Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Spire Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core S&P US Value ETF position peaked at $6.45M in Q1 2022.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.