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

Sterling 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	$2.68M	Buy	26,162 +91	+0.3%	+$9.54K	0.73%	26
2025 Q4	$2.67M	Sell	26,071 -765	-3%	-$77.6K	0.76%	26
2025 Q3	$2.68M	Buy	26,836 +108	+0.4%	+$10.5K	0.81%	26
2025 Q2	$2.53M	Buy	+26,728	New	+$2.41M	0.86%	25
2024 Q4	$2.46M	Buy	26,531 +132	+0.5%	+$12.7K	0.91%	23
2024 Q3	$2.52M	Sell	26,399 -382	-1%	-$35.1K	0.94%	25
2024 Q2	$2.36M	Buy	26,781 +120	+0.5%	+$10.6K	1.12%	20
2024 Q1	$2.41M	Buy	26,661 +1,905	+8%	+$164K	1.2%	17
2023 Q4	$2.09M	Buy	+24,756	New	+$1.93M	1.17%	17

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Sterling Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.35% in Q1 2026, buying an estimated $9.54K and bringing the position to 26,162 shares worth $2.68M. The position accounts for 0.73% of the portfolio, ranked #26.

Sterling Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.68M in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Sterling Wealth Management held 26,162 shares of iShares Core S&P US Value ETF worth $2.68M as of Q1 2026.
Sterling Wealth Management bought 91 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $9.54K.
iShares Core S&P US Value ETF made up 0.73% of Sterling Wealth Management's portfolio in Q1 2026, its #26 holding.
Sterling Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's iShares Core S&P US Value ETF position peaked at $2.68M in Q3 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.