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

WealthShield 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 		– Sell
-1,756
Closed -$180K – 497
2026
Q1 		$180K Buy
1,756
+6
+0.3% +$629 0.02% 361
2025
Q4 		$179K Hold
1,750
– – 0.02% 354
2025
Q3 		$175K Hold
1,750
– – 0.02% 352
2025
Q2 		$166K Hold
1,750
– – 0.02% 341
2025
Q1 		$162K Hold
1,750
– – 0.02% 335
2024
Q4 		$162K Hold
1,750
– – 0.02% 302
2024
Q3 		$167K Hold
1,750
– – 0.02% 310
2024
Q2 		$154K Hold
1,750
– – 0.02% 295
2024
Q1 		$158K Hold
1,750
– – 0.03% 286
2023
Q4 		$148K Hold
1,750
– – 0.02% 292
2023
Q3 		$131K Hold
1,750
– – 0.02% 318
2023
Q2 		$137K Sell
1,750
-40
-2% -$2.99K 0.02% 311
2023
Q1 		$132K Buy
+1,790
New +$132K 0.02% 310
2021
Q3 		– Sell
-27,381
Closed -$1.97M – 482
2021
Q2 		$1.97M Buy
27,381
+16,243
+146% +$1.17M 0.31% 63
2021
Q1 		$767K Buy
11,138
+11
+0.1% +$722 0.14% 117
2020
Q4 		$692K Buy
11,127
+8,195
+280% +$480K 0.13% 131
2020
Q3 		$159K Buy
2,932
+236
+9% +$12.9K 0.06% 254
2020
Q2 		$141K Buy
+2,696
New +$138K 0.06% 212

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

WealthShield Partners's IUSV Position: Q2 2026 in Review

WealthShield Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 1,756 shares — an estimated $180K sold.

WealthShield Partners first reported a position in IUSV in Q2 2020 and held it in 18 quarters. The position peaked at $1.97M in Q2 2021. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • WealthShield Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,756 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $180K.
  • WealthShield Partners first reported a position in iShares Core S&P US Value ETF in Q2 2020 and held it in 18 quarters.
  • WealthShield Partners's iShares Core S&P US Value ETF position peaked at $1.97M in Q2 2021.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.