VP
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Verum Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Verum Partners’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 		– Sell
-2,105
Closed -$216K – 178
2025
Q4 		$216K Sell
2,105
-29
-1% -$2.94K 0.04% 157
2025
Q3 		$213K Hold
2,134
– – 0.05% 159
2025
Q2 		$202K Sell
2,134
-216
-9% -$19.5K 0.05% 160
2025
Q1 		$217K Sell
2,350
-605
-20% -$56.8K 0.06% 146
2024
Q4 		$274K Hold
2,955
– – 0.08% 131
2024
Q3 		$282K Hold
2,955
– – 0.08% 128
2024
Q2 		$260K Hold
2,955
– – 0.08% 130
2024
Q1 		$267K Sell
2,955
-1,342
-31% -$116K 0.09% 126
2023
Q4 		$362K Hold
4,297
– – 0.14% 95
2023
Q3 		$321K Buy
+4,297
New +$337K 0.14% 99

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $5.16B AUM 18.64% 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

Verum Partners's IUSV Position: Q1 2026 in Review

Verum Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 2,105 shares — an estimated $216K sold.

Verum Partners first reported a position in IUSV in Q3 2023 and held it in 10 quarters. The position peaked at $362K in Q4 2023. 793 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Verum Partners reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Verum Partners sold 2,105 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $216K.
  • Verum Partners first reported a position in iShares Core S&P US Value ETF in Q3 2023 and held it in 10 quarters.
  • Verum Partners's iShares Core S&P US Value ETF position peaked at $362K in Q4 2023.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.