Sterling Wealth Management
IUSV icon

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
Q3 		$2.91M Buy
26,361
+103
+0.4% +$11.6K 0.75% 24
2026
Q2 		$2.89M Buy
26,258
+96
+0.4% +$10.4K 0.72% 25
2026
Q1 		$2.68M Buy
26,162
+91
+0.3% +$9.5K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sterling Wealth Management's IUSV Position: Q3 2026 in Review

Sterling Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.39% in Q3 2026, buying an estimated $11.6K and bringing the position to 26,361 shares worth $2.91M. The position accounts for 0.75% of the portfolio, ranked #24.

Sterling Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Sterling Wealth Management held 26,361 shares of iShares Core S&P US Value ETF worth $2.91M as of Q3 2026.
  • Sterling Wealth Management bought 103 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $11.6K.
  • iShares Core S&P US Value ETF made up 0.75% of Sterling Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Sterling Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.