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Symphony Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Symphony Financial’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 		$11.6M Buy
105,312
+29,299
+39% +$3.31M 1.04% 27
2026
Q2 		$8.37M Buy
76,013
+1,605
+2% +$174K 0.92% 28
2026
Q1 		$7.57M Sell
74,408
-4,632
-6% -$486K 1% 29
2025
Q4 		$8.13M Sell
79,040
-36,671
-32% -$3.72M 1.09% 25
2025
Q3 		$11.6M Buy
115,711
+15,435
+15% +$1.5M 1.41% 18
2025
Q2 		$11.1M Buy
100,276
+4,838
+5% +$437K 1.45% 18
2025
Q1 		$8.39M Sell
95,438
-17,115
-15% -$1.61M 4.97% 6
2024
Q4 		$10.6M Buy
112,553
+262
+0.2% +$25.2K 1.67% 17
2024
Q3 		$10.7M Buy
112,291
+4,827
+4% +$444K 1.77% 14
2024
Q2 		$9.44M Buy
107,464
+28,337
+36% +$2.5M 1.72% 14
2024
Q1 		$7.16M Sell
79,127
-29,691
-27% -$2.56M 1.67% 19
2023
Q4 		$9.13M Sell
108,818
-179,636
-62% -$14M 1.96% 12
2023
Q3 		$21.6M Buy
288,454
+103,748
+56% +$8.14M 5.3% 3
2023
Q2 		$14.4M Buy
184,706
+15,972
+9% +$1.19M 3.53% 5
2023
Q1 		$12.3M Sell
168,734
-8,139
-5% -$599K 3.19% 5
2022
Q4 		$12.9M Buy
176,873
+76,221
+76% +$5.3M 3.42% 5
2022
Q3 		$6.37M Sell
100,652
-27,610
-22% -$1.91M 2.08% 10
2022
Q2 		$8.63M Sell
128,262
-22,983
-15% -$1.65M 2.55% 10
2022
Q1 		$11.3M Buy
151,245
+50,027
+49% +$3.75M 2.64% 11
2021
Q4 		$7.78M Buy
101,218
+33,003
+48% +$2.45M 2.16% 13
2021
Q3 		$4.92M Buy
68,215
+5,212
+8% +$378K 1.71% 12
2021
Q2 		$4.52M Sell
63,003
-5,801
-8% -$417K 1.54% 13
2021
Q1 		$6.21M Buy
68,804
+46,516
+209% +$3.05M 1.64% 15
2020
Q4 		$1.37M Buy
22,288
+17,774
+394% +$1.04M 0.49% 42
2020
Q3 		$245K Buy
+4,514
New +$247K 0.1% 119

Other funds holding IUSV

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
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Symphony Financial's IUSV Position: Q3 2026 in Review

Symphony Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 39% in Q3 2026, buying an estimated $3.31M and bringing the position to 105,312 shares worth $11.6M. The position accounts for 1.04% of the portfolio, ranked #27.

Symphony Financial first reported a position in IUSV in Q3 2020 and has held it in 25 quarters since. The position peaked at $21.6M in Q3 2023. 240 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Symphony Financial held 105,312 shares of iShares Core S&P US Value ETF worth $11.6M as of Q3 2026.
  • Symphony Financial bought 29,299 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $3.31M.
  • iShares Core S&P US Value ETF made up 1.04% of Symphony Financial's portfolio in Q3 2026, its #27 holding.
  • Symphony Financial first reported a position in iShares Core S&P US Value ETF in Q3 2020 and has held it in 25 quarters since.
  • Symphony Financial's iShares Core S&P US Value ETF position peaked at $21.6M in Q3 2023.
  • 240 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Symphony Financial's 13F filing for Q3 2026, filed 22 Oct 2026.