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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
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% -$18.1K 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% -$18.9K 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 		$1.23M 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

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

Wealthspan Partners's IUSV Position: Q2 2026 in Review

Wealthspan Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.5% in Q2 2026, selling an estimated $8.44K and leaving 2,981 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 19 quarters since. The position peaked at $1.23M in Q1 2022. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Wealthspan Partners held 2,981 shares of iShares Core S&P US Value ETF worth $328K as of Q2 2026.
  • Wealthspan Partners sold 78 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $8.44K.
  • iShares Core S&P US Value ETF made up 0.1% of Wealthspan Partners's portfolio in Q2 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 19 quarters since.
  • Wealthspan Partners's iShares Core S&P US Value ETF position peaked at $1.23M in Q1 2022.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.