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Wealth Management Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wealth Management 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
Q2 		$4.41M Sell
39,998
-129
-0.3% -$14K 1.04% 25
2026
Q1 		$4.1M Buy
40,127
+17
+0% +$1.78K 1.17% 19
2025
Q4 		$4.11M Sell
40,110
-723
-2% -$73.3K 1.17% 18
2025
Q3 		$4.08M Buy
40,833
+795
+2% +$77.4K 1.3% 17
2025
Q2 		$3.83M Buy
40,038
+223
+0.6% +$20.1K 1.35% 13
2025
Q1 		$3.67M Buy
39,815
+230
+0.6% +$21.6K 1.7% 13
2024
Q4 		$3.67M Sell
39,585
-3,031
-7% -$292K 1.58% 14
2024
Q3 		$4.07M Sell
42,616
-634
-1% -$58.3K 1.89% 12
2024
Q2 		$3.81M Buy
43,250
+483
+1% +$42.6K 1.85% 13
2024
Q1 		$3.87M Sell
42,767
-910
-2% -$78.3K 1.96% 12
2023
Q4 		$3.68M Buy
43,677
+429
+1% +$33.4K 2.05% 12
2023
Q3 		$3.23M Buy
43,248
+6,176
+17% +$485K 2.01% 13
2023
Q2 		$2.9M Sell
37,072
-18
-0% -$1.34K 1.82% 15
2023
Q1 		$2.74M Sell
37,090
-910
-2% -$67K 1.91% 15
2022
Q4 		$2.69M Buy
38,000
+1,000
+3% +$69.5K 2.24% 13
2022
Q3 		$2.38M Buy
37,000
+2,000
+6% +$138K 2.09% 14
2022
Q2 		$2.3M Sell
35,000
-4,000
-10% -$287K 2.01% 14
2022
Q1 		$2.99M Buy
39,000
+2,000
+5% +$150K 2.13% 13
2021
Q4 		$2.8M Buy
37,000
+1,509
+4% +$112K 1.92% 15
2021
Q3 		$2.52M Buy
35,491
+2,211
+7% +$161K 1.86% 14
2021
Q2 		$2.4M Buy
33,280
+8,210
+33% +$590K 1.67% 17
2021
Q1 		$1.75M Buy
25,070
+3,640
+17% +$239K 1.31% 20
2020
Q4 		$1.35M Buy
+21,430
New +$1.26M 1.06% 20

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 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Wealth Management Partners's IUSV Position: Q2 2026 in Review

Wealth Management Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.32% in Q2 2026, selling an estimated $14K and leaving 39,998 shares worth $4.41M. The position accounts for 1.04% of the portfolio, ranked #25.

Wealth Management Partners first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Wealth Management Partners held 39,998 shares of iShares Core S&P US Value ETF worth $4.41M as of Q2 2026.
  • Wealth Management Partners sold 129 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $14K.
  • iShares Core S&P US Value ETF made up 1.04% of Wealth Management Partners's portfolio in Q2 2026, its #25 holding.
  • Wealth Management Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.