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

Wealthspan 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 Q3	$328K	Sell	2,974 -7	-0.2%	-$792	0.1%	104
2026 Q2	$328K	Sell	2,981 -78	-3%	-$8.44K	0.1%	104
2026 Q1	$313K	Sell	3,059 -302	-9%	-$31.7K	0.11%	98
2025 Q4	$345K	Sell	3,361 -179	-5%	-$18.2K	0.13%	93
2025 Q3	$354K	Sell	3,540 -192	-5%	-$18.7K	0.14%	92
2025 Q2	$353K	Sell	3,732 -500	-12%	-$45.1K	0.15%	86
2025 Q1	$391K	Sell	4,232 -230	-5%	-$21.6K	0.18%	73
2024 Q4	$413K	Sell	4,462 -206	-4%	-$19.8K	0.2%	75
2024 Q3	$446K	Sell	4,668 -252	-5%	-$23.2K	0.22%	71
2024 Q2	$434K	Sell	4,920 -215	-4%	-$19K	0.24%	66
2024 Q1	$464K	Sell	5,135 -687	-12%	-$59.1K	0.27%	63
2023 Q4	$491K	Sell	5,822 -2,417	-29%	-$188K	0.34%	49
2023 Q3	$615K	Sell	8,239 -3,871	-32%	-$304K	0.49%	35
2023 Q2	$948K	Sell	12,110 -1,112	-8%	-$83K	0.75%	25
2023 Q1	$976K	Sell	13,222 -2,412	-15%	-$178K	0.83%	23
2022 Q4	$1.1M	Sell	15,634 -6	-0%	-$417	1%	18
2022 Q3	$979K	Buy	15,640 +357	+2%	+$24.6K	1.01%	18
2022 Q2	$1.02M	Sell	15,283 -867	-5%	-$62.3K	1.06%	19
2022 Q1	$1.22M	Buy	16,150 +432	+3%	+$32.4K	1.11%	15
2021 Q4	$1.2M	Buy	+15,718	New	+$1.17M	1.06%	17

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealthspan Partners's IUSV Position: Q3 2026 in Review

Wealthspan Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.23% in Q3 2026, selling an estimated $792 and leaving 2,974 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #104.

Wealthspan Partners first reported a position in IUSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q1 2022. 711 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Wealthspan Partners held 2,974 shares of iShares Core S&P US Value ETF worth $328K as of Q3 2026.
Wealthspan Partners sold 7 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $792.
iShares Core S&P US Value ETF made up 0.1% of Wealthspan Partners's portfolio in Q3 2026, its #104 holding.
Wealthspan Partners first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 20 quarters since.
Wealthspan Partners's iShares Core S&P US Value ETF position peaked at $1.22M in Q1 2022.
711 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.