VFIC
IUSV icon

Valley Forge Investment Consultants’s iShares Core S&P US Value ETF IUSV Stock Holding History

Valley Forge Investment Consultants’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 		$3.45M Buy
33,764
+8,393
+33% +$880K 1.03% 13
2025
Q4 		$2.6M Buy
25,371
+90
+0.4% +$9.13K 0.76% 14
2025
Q3 		$2.53M Buy
25,281
+569
+2% +$55.4K 0.74% 15
2025
Q2 		$2.34M Sell
24,712
-13
-0.1% -$1.17K 0.75% 14
2025
Q1 		$2.28M Buy
24,725
+98
+0.4% +$9.2K 0.81% 14
2024
Q4 		$2.28M Buy
24,627
+145
+0.6% +$13.9K 0.78% 17
2024
Q3 		$2.34M Sell
24,482
-405
-2% -$37.2K 0.82% 15
2024
Q2 		$2.19M Sell
24,887
-1,062
-4% -$93.6K 0.83% 15
2024
Q1 		$2.35M Buy
25,949
+16,293
+169% +$1.4M 0.92% 14
2023
Q4 		$814K Sell
9,656
-23,980
-71% -$1.87M 0.36% 26
2023
Q3 		$2.51M Hold
33,636
– – 1.14% 13
2023
Q2 		$2.63M Buy
33,636
+93
+0.3% +$6.95K 1.3% 12
2023
Q1 		$2.47M Buy
33,543
+8
+0% +$589 1.28% 12
2022
Q4 		$2.37M Sell
33,535
-5,636
-14% -$392K 1.25% 13
2022
Q3 		$2.45M Buy
39,171
+280
+0.7% +$19.3K 1.35% 13
2022
Q2 		$2.6M Sell
38,891
-1,553
-4% -$112K 1.3% 13
2022
Q1 		$3.07M Buy
40,444
+1,027
+3% +$77K 1.26% 12
2021
Q4 		$3.01M Buy
39,417
+13,289
+51% +$986K 1.33% 12
2021
Q3 		$1.85M Sell
26,128
-13,218
-34% -$960K 0.99% 18
2021
Q2 		$2.83M Buy
39,346
+138
+0.4% +$9.93K 1.53% 15
2021
Q1 		$2.7M Buy
39,208
+1,245
+3% +$81.7K 1.85% 12
2020
Q4 		$2.36M Buy
+37,963
New +$2.22M 2.05% 12

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 $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

Valley Forge Investment Consultants's IUSV Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its iShares Core S&P US Value ETF (IUSV) stake by 33% in Q1 2026, buying an estimated $880K and bringing the position to 33,764 shares worth $3.45M. The position accounts for 1.03% of the portfolio, ranked #13.

Valley Forge Investment Consultants first reported a position in IUSV in Q4 2020 and has held it in 22 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Valley Forge Investment Consultants held 33,764 shares of iShares Core S&P US Value ETF worth $3.45M as of Q1 2026.
  • Valley Forge Investment Consultants bought 8,393 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $880K.
  • iShares Core S&P US Value ETF made up 1.03% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #13 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.