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

Viewpoint Capital Management’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	$18.4K	Hold	180	–	–	0.01%	124
2025 Q4	$18.5K	Hold	180	–	–	0.01%	122
2025 Q3	$18K	Hold	180	–	–	0.01%	125
2025 Q2	$17K	Hold	180	–	–	0.01%	123
2025 Q1	$16.6K	Hold	180	–	–	0.01%	128
2024 Q4	$16.7K	Hold	180	–	–	0.01%	124
2024 Q3	$17.1K	Hold	180	–	–	0.01%	125
2024 Q2	$15.9K	Hold	180	–	–	0.01%	126
2024 Q1	$16.3K	Hold	180	–	–	0.01%	122
2023 Q4	$15.2K	Hold	180	–	–	0.01%	120
2023 Q3	$13.4K	Hold	180	–	–	0.01%	115
2023 Q2	$14.1K	Hold	180	–	–	0.01%	116
2023 Q1	$13.3K	Hold	180	–	–	0.01%	107
2022 Q4	$12.7K	Buy	180 +30	+20%	+$2.09K	0.01%	105
2022 Q3	$9K	Hold	150	–	–	0.01%	104
2022 Q2	$10K	Hold	150	–	–	0.01%	108
2022 Q1	$11K	Hold	150	–	–	0.01%	109
2021 Q4	$11K	Buy	+150	New	+$11.1K	0.01%	113

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Viewpoint Capital Management's IUSV Position: Q1 2026 in Review

Viewpoint Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 180 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #124.

Viewpoint Capital Management first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.5K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Viewpoint Capital Management held 180 shares of iShares Core S&P US Value ETF worth $18.4K as of Q1 2026.
Viewpoint Capital Management 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 Viewpoint Capital Management's portfolio in Q1 2026, its #124 holding.
Viewpoint Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's iShares Core S&P US Value ETF position peaked at $18.5K in Q4 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.