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Summit Wealth & Retirement Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Summit Wealth & Retirement Planning’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 		$240K Hold
2,345
– – 0.06% 96
2025
Q4 		$240K Hold
2,345
– – 0.06% 100
2025
Q3 		$234K Hold
2,345
– – 0.06% 95
2025
Q2 		$222K Hold
2,345
– – 0.06% 94
2025
Q1 		$216K Hold
2,345
– – 0.07% 72
2024
Q4 		$217K Hold
2,345
– – 0.07% 70
2024
Q3 		$224K Hold
2,345
– – 0.07% 65
2024
Q2 		$207K Hold
2,345
– – 0.07% 64
2024
Q1 		$212K Buy
+2,345
New +$202K 0.08% 63

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
S
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
AL
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

Summit Wealth & Retirement Planning's IUSV Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,345 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #96.

Summit Wealth & Retirement Planning first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $240K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,345 shares of iShares Core S&P US Value ETF worth $240K as of Q1 2026.
  • Summit Wealth & Retirement Planning left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #96 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Summit Wealth & Retirement Planning's iShares Core S&P US Value ETF position peaked at $240K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.