Watchman Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Watchman Group’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	$219K	Hold	2,138	–	–	0.05%	73
2025 Q4	$219K	Hold	2,138	–	–	0.05%	76
2025 Q3	$214K	Sell	2,138 -456	-18%	-$44.4K	0.05%	78
2025 Q2	$245K	Sell	2,594 -381	-13%	-$34.4K	0.06%	74
2025 Q1	$275K	Sell	2,975 -4,906	-62%	-$460K	0.08%	77
2024 Q4	$730K	Sell	7,881 -2,453	-24%	-$236K	0.19%	55
2024 Q3	$987K	Buy	10,334 +489	+5%	+$45K	0.26%	49
2024 Q2	$868K	Sell	9,845 -1,030	-9%	-$90.8K	0.28%	52
2024 Q1	$984K	Sell	10,875 -320	-3%	-$27.5K	0.3%	52
2023 Q4	$944K	Sell	11,195 -13,423	-55%	-$1.05M	0.31%	50
2023 Q3	$1.84M	Sell	24,618 -8,065	-25%	-$633K	0.78%	44
2023 Q2	$2.56M	Buy	32,683 +12,341	+61%	+$922K	1.27%	37
2023 Q1	$1.5M	Buy	20,342 +7,041	+53%	+$519K	0.78%	41
2022 Q4	$939K	Buy	+13,301	New	+$925K	0.52%	45

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

Watchman Group's IUSV Position: Q1 2026 in Review

Watchman Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,138 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #73.

Watchman Group first reported a position in IUSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.56M in Q2 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Watchman Group held 2,138 shares of iShares Core S&P US Value ETF worth $219K as of Q1 2026.
Watchman Group left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up 0.05% of Watchman Group's portfolio in Q1 2026, its #73 holding.
Watchman Group first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 14 quarters since.
Watchman Group's iShares Core S&P US Value ETF position peaked at $2.56M in Q2 2023.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.