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Tred Avon Family Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Tred Avon Family 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 		$280K Buy
+2,735
New +$287K 0.09% 230

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 $424B AUM 22.94% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
AL
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

Tred Avon Family Wealth's IUSV Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 2,735 shares worth $280K. The stake represents 0.09% of the portfolio and ranks #230 among its holdings.

787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Tred Avon Family Wealth held 2,735 shares of iShares Core S&P US Value ETF worth $280K as of Q1 2026.
  • iShares Core S&P US Value ETF was a new Tred Avon Family Wealth position in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.09% of Tred Avon Family Wealth's portfolio in Q1 2026, its #230 holding.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.