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

Verus Capital 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 		$1.14M Buy
11,166
+213
+2% +$22.3K 0.08% 158
2025
Q4 		$1.12M Buy
10,953
+451
+4% +$45.7K 0.07% 159
2025
Q3 		$1.05M Buy
10,502
+353
+3% +$34.4K 0.08% 149
2025
Q2 		$960K Sell
10,149
-832
-8% -$75.1K 0.09% 140
2025
Q1 		$1.01M Buy
10,981
+5,905
+116% +$554K 0.1% 132
2024
Q4 		$470K Buy
5,076
+264
+5% +$25.4K 0.04% 209
2024
Q3 		$459K Buy
4,812
+629
+15% +$57.8K 0.04% 210
2024
Q2 		$369K Buy
4,183
+227
+6% +$20K 0.04% 233
2024
Q1 		$358K Buy
+3,956
New +$340K 0.04% 239
2020
Q1 		$9K Hold
203
– – ﹤0.01% 1045
2019
Q4 		$13K Buy
+203
New +$12.2K ﹤0.01% 1038

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 $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

Verus Capital Partners's IUSV Position: Q1 2026 in Review

Verus Capital Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 1.9% in Q1 2026, buying an estimated $22.3K and bringing the position to 11,166 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #158.

Verus Capital Partners first reported a position in IUSV in Q4 2019 and has held it in 11 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Verus Capital Partners held 11,166 shares of iShares Core S&P US Value ETF worth $1.14M as of Q1 2026.
  • Verus Capital Partners bought 213 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $22.3K.
  • iShares Core S&P US Value ETF made up 0.08% of Verus Capital Partners's portfolio in Q1 2026, its #158 holding.
  • Verus Capital Partners first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 11 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.