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IUSV icon

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

Wealthquest’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 		$1.34M Sell
12,187
-531
-4% -$57.5K 0.08% 50
2026
Q1 		$1.3M Sell
12,718
-129
-1% -$13.5K 0.09% 46
2025
Q4 		$1.32M Sell
12,847
-168
-1% -$17K 0.1% 48
2025
Q3 		$1.3M Sell
13,015
-202
-2% -$19.7K 0.1% 33
2025
Q2 		$1.25M Sell
13,217
-79
-0.6% -$7.13K 0.1% 42
2025
Q1 		$1.23M Sell
13,296
-523
-4% -$49.1K 0.1% 42
2024
Q4 		$1.28M Hold
13,819
– – 0.1% 42
2024
Q3 		$1.31M Sell
13,819
-43
-0.3% -$3.95K 0.12% 42
2024
Q2 		$1.22M Sell
13,862
-106
-0.8% -$9.34K 0.13% 43
2024
Q1 		$1.26M Buy
13,968
+39
+0.3% +$3.36K 0.14% 43
2023
Q4 		$1.17M Sell
13,929
-999
-7% -$77.8K 0.13% 48
2023
Q3 		$1.11M Buy
14,928
+33
+0.2% +$2.59K 0.14% 47
2023
Q2 		$1.17M Sell
14,895
-692
-4% -$51.7K 0.14% 47
2023
Q1 		$1.15M Sell
15,587
-125
-0.8% -$9.21K 0.15% 46
2022
Q4 		$1.11M Buy
15,712
+134
+0.9% +$9.32K 0.14% 47
2022
Q3 		$975K Sell
15,578
-24,536
-61% -$1.69M 0.14% 49
2022
Q2 		$1.59M Buy
40,114
+14,123
+54% +$1.01M 0.24% 44
2022
Q1 		$1.98M Hold
25,991
– – 0.3% 34
2021
Q4 		$1.98M Hold
25,991
– – 0.3% 34
2021
Q3 		$1.84M Sell
25,991
-1,214
-4% -$88.2K 0.31% 35
2021
Q2 		$1.96M Sell
27,205
-1,418
-5% -$102K 0.33% 33
2021
Q1 		$1.97M Sell
28,623
-3,061
-10% -$201K 0.37% 32
2020
Q4 		$1.97M Sell
31,684
-31
-0.1% -$1.82K 0.42% 25
2020
Q3 		$1.72M Sell
31,715
-1,238
-4% -$67.7K 0.43% 25
2020
Q2 		$1.72M Buy
+32,953
New +$1.68M 0.44% 29
2019
Q4 		$2.44M Sell
38,811
-2,152
-5% -$130K 0.7% 30
2019
Q3 		$2.37M Sell
40,963
-1,539
-4% -$87.6K 0.79% 27
2019
Q2 		$2.41M Sell
42,502
-1,782
-4% -$99.3K 0.91% 24
2019
Q1 		$2.43M Sell
44,284
-1,448
-3% -$77.4K 0.92% 25
2018
Q4 		$2.24M Buy
+45,732
New +$2.43M 0.92% 25

Other funds holding IUSV

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Wealthquest's IUSV Position: Q2 2026 in Review

Wealthquest reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.2% in Q2 2026, selling an estimated $57.5K and leaving 12,187 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #50.

Wealthquest first reported a position in IUSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.44M in Q4 2019. 271 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Wealthquest held 12,187 shares of iShares Core S&P US Value ETF worth $1.34M as of Q2 2026.
  • Wealthquest sold 531 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $57.5K.
  • iShares Core S&P US Value ETF made up 0.08% of Wealthquest's portfolio in Q2 2026, its #50 holding.
  • Wealthquest first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Wealthquest's iShares Core S&P US Value ETF position peaked at $2.44M in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.