Sweeney & Michel’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sweeney & Michel’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	$522K	Buy	4,960 +20	+0.4%	+$2.1K	0.15%	88
2025 Q4	$532K	Buy	4,940 +26	+0.5%	+$2.64K	0.16%	90
2025 Q3	$482K	Buy	4,914 +23	+0.5%	+$2.24K	0.16%	88
2025 Q2	$470K	Buy	4,891 +23	+0.5%	+$2.08K	0.17%	88
2025 Q1	$397K	Buy	+4,868	New	+$457K	0.17%	87
2024 Q3	$481K	Buy	4,946 +127	+3%	+$11.7K	0.19%	78
2024 Q2	$423K	Buy	4,819 +23	+0.5%	+$2.03K	0.18%	77
2024 Q1	$429K	Buy	+4,796	New	+$413K	0.19%	75
2023 Q3	$361K	Buy	4,749 +177	+4%	+$13.9K	0.19%	78
2023 Q2	$365K	Buy	4,572 +17	+0.4%	+$1.27K	0.19%	82
2023 Q1	$345K	Buy	+4,555	New	+$335K	0.18%	85

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 $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Sweeney & Michel's IUSV Position: Q1 2026 in Review

Sweeney & Michel increased its iShares Core S&P US Value ETF (IUSV) stake by 0.4% in Q1 2026, buying an estimated $2.1K and bringing the position to 4,960 shares worth $522K. The position accounts for 0.15% of the portfolio, ranked #88.

Sweeney & Michel first reported a position in IUSV in Q1 2023 and has held it in 11 quarters since. The position peaked at $532K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Sweeney & Michel held 4,960 shares of iShares Core S&P US Value ETF worth $522K as of Q1 2026.
Sweeney & Michel bought 20 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $2.1K.
iShares Core S&P US Value ETF made up 0.15% of Sweeney & Michel's portfolio in Q1 2026, its #88 holding.
Sweeney & Michel first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's iShares Core S&P US Value ETF position peaked at $532K in Q4 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.