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Truvestments Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Truvestments Capital’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 		$66.5K Hold
650
– – 0.01% 461
2025
Q4 		$66.7K Hold
650
– – 0.01% 406
2025
Q3 		$65K Hold
650
– – 0.01% 407
2025
Q2 		$61.5K Hold
650
– – 0.01% 364
2025
Q1 		$60K Hold
650
– – 0.01% 371
2024
Q4 		$60.2K Hold
650
– – 0.02% 348
2024
Q3 		$62.1K Buy
+650
New +$59.8K 0.02% 337
2024
Q2 		– Sell
-675
Closed -$61K – 455
2024
Q1 		$61K Hold
675
– – 0.02% 333
2023
Q4 		$56.9K Hold
675
– – 0.03% 307
2023
Q3 		$50.4K Hold
675
– – 0.03% 285
2023
Q2 		$52.8K Hold
675
– – 0.03% 285
2023
Q1 		$49.8K Hold
675
– – 0.03% 291
2022
Q4 		$47.7K Hold
675
– – 0.03% 303
2022
Q3 		$42K Hold
675
– – 0.03% 264
2022
Q2 		$45K Buy
+675
New +$48.5K 0.03% 268
2022
Q1 		– Sell
-757
Closed -$58K – 348
2021
Q4 		$58K Buy
757
+1
+0.1% +$74 0.03% 253
2021
Q3 		$54K Hold
756
– – 0.03% 248
2021
Q2 		$54K Hold
756
– – 0.03% 243
2021
Q1 		$52K Buy
756
+1
+0.1% +$66 0.03% 276
2020
Q4 		$46K Buy
+755
New +$44.2K 0.03% 272
2020
Q3 		– Sell
-754
Closed -$39K – 429
2020
Q2 		$39K Buy
754
+677
+879% +$34.6K 0.04% 233
2020
Q1 		$3K Buy
+77
New +$4.43K ﹤0.01% 450
2019
Q3 		– Sell
-675
Closed -$38K – 705
2019
Q2 		$38K Buy
+675
New +$37.6K 0.03% 317

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 $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truvestments Capital's IUSV Position: Q1 2026 in Review

Truvestments Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 650 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #461.

Truvestments Capital first reported a position in IUSV in Q2 2019 and has held it in 23 quarters since. The position peaked at $66.7K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Truvestments Capital held 650 shares of iShares Core S&P US Value ETF worth $66.5K as of Q1 2026.
  • Truvestments Capital left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #461 holding.
  • Truvestments Capital first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 23 quarters since.
  • Truvestments Capital's iShares Core S&P US Value ETF position peaked at $66.7K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.