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Wealthspire Advisors (New York)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$651K Sell
6,365
-4,437
-41% -$465K 0.01% 504
2025
Q4 		$1.11M Sell
10,802
-10,788
-50% -$1.09M 0.01% 408
2025
Q3 		$2.16M Sell
21,590
-70
-0.3% -$6.81K 0.01% 263
2025
Q2 		$2.05M Sell
21,660
-448
-2% -$40.4K 0.01% 277
2025
Q1 		$2.04M Buy
22,108
+12,826
+138% +$1.2M 0.01% 274
2024
Q4 		$859K Buy
9,282
+154
+2% +$14.8K 0.01% 401
2024
Q3 		$872K Buy
9,128
+6,248
+217% +$574K 0.01% 393
2024
Q2 		$254K Buy
2,880
+607
+27% +$53.5K ﹤0.01% 575
2024
Q1 		$206K Buy
+2,273
New +$196K ﹤0.01% 600

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Wealthspire Advisors (New York)'s IUSV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Core S&P US Value ETF (IUSV) stake by 41% in Q1 2026, selling an estimated $465K and leaving 6,365 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #504.

Wealthspire Advisors (New York) first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,365 shares of iShares Core S&P US Value ETF worth $651K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,437 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $465K.
  • iShares Core S&P US Value ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #504 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Wealthspire Advisors (New York)'s iShares Core S&P US Value ETF position peaked at $2.16M in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.