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TD Private Client Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

TD Private Client Wealth’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 		$9.56M Sell
93,484
-11,664
-11% -$1.22M 0.2% 73
2025
Q4 		$10.8M Sell
105,148
-12,036
-10% -$1.22M 0.23% 69
2025
Q3 		$11.7M Sell
117,184
-42,545
-27% -$4.14M 0.26% 62
2025
Q2 		$15.1M Sell
159,729
-13,737
-8% -$1.24M 0.37% 47
2025
Q1 		$16M Sell
173,466
-8,861
-5% -$832K 0.44% 42
2024
Q4 		$16.9M Buy
182,327
+10,722
+6% +$1.03M 0.47% 42
2024
Q3 		$16.4M Sell
171,605
-32,840
-16% -$3.02M 0.47% 43
2024
Q2 		$18M Buy
204,445
+8,063
+4% +$711K 0.57% 38
2024
Q1 		$17.8M Buy
196,382
+39,147
+25% +$3.37M 0.58% 38
2023
Q4 		$13.3M Buy
157,235
+42,656
+37% +$3.32M 0.48% 42
2023
Q3 		$8.55M Buy
114,579
+13,176
+13% +$1.03M 0.37% 48
2023
Q2 		$7.94M Buy
101,403
+33,937
+50% +$2.53M 0.34% 53
2023
Q1 		$4.98M Buy
67,466
+20,166
+43% +$1.49M 0.22% 104
2022
Q4 		$3.34M Sell
47,300
-9,532
-17% -$663K 0.16% 138
2022
Q3 		$3.56M Buy
56,832
+3,386
+6% +$234K 0.18% 127
2022
Q2 		$3.57M Sell
53,446
-1,058
-2% -$76K 0.17% 128
2022
Q1 		$4.14M Sell
54,504
-3,165
-5% -$237K 0.18% 126
2021
Q4 		$4.4M Sell
57,669
-844
-1% -$62.6K 0.18% 128
2021
Q3 		$4.15M Buy
58,513
+3,038
+5% +$221K 0.18% 125
2021
Q2 		$3.99M Sell
55,475
-4,760
-8% -$342K 0.17% 139
2021
Q1 		$4.15M Buy
60,235
+12,229
+25% +$802K 0.19% 122
2020
Q4 		$2.99M Buy
48,006
+53
+0.1% +$3.1K 0.15% 147
2020
Q3 		$2.6M Sell
47,953
-5,476
-10% -$299K 0.15% 156
2020
Q2 		$2.79M Sell
53,429
-6,538
-11% -$334K 0.16% 141
2020
Q1 		$2.77M Buy
59,967
+422
+0.7% +$24.3K 0.2% 111
2019
Q4 		$3.75M Buy
+59,545
New +$3.59M 0.22% 114

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

TD Private Client Wealth's IUSV Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares Core S&P US Value ETF (IUSV) stake by 11% in Q1 2026, selling an estimated $1.22M and leaving 93,484 shares worth $9.56M. The position accounts for 0.2% of the portfolio, ranked #73.

TD Private Client Wealth first reported a position in IUSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $18M in Q2 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • TD Private Client Wealth held 93,484 shares of iShares Core S&P US Value ETF worth $9.56M as of Q1 2026.
  • TD Private Client Wealth sold 11,664 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.22M.
  • iShares Core S&P US Value ETF made up 0.2% of TD Private Client Wealth's portfolio in Q1 2026, its #73 holding.
  • TD Private Client Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares Core S&P US Value ETF position peaked at $18M in Q2 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.