Weaver Consulting Group
IUSV icon

Weaver Consulting Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Weaver Consulting Group’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 		$331K Buy
3,003
+283
+10% +$32K 0.06% 223
2026
Q2 		$300K Hold
2,720
– – 0.06% 228
2026
Q1 		$278K Hold
2,720
– – 0.07% 217
2025
Q4 		$279K Hold
2,720
– – 0.07% 212
2025
Q3 		$272K Buy
2,720
+125
+5% +$12.2K 0.07% 212
2025
Q2 		$246K Hold
2,595
– – 0.07% 210
2025
Q1 		$239K Hold
2,595
– – 0.07% 200
2024
Q4 		$240K Buy
2,595
+199
+8% +$19.1K 0.07% 186
2024
Q3 		$229K Hold
2,396
– – 0.07% 198
2024
Q2 		$211K Sell
2,396
-350
-13% -$30.8K 0.07% 190
2024
Q1 		$248K Hold
2,746
– – 0.09% 171
2023
Q4 		$232K Hold
2,746
– – 0.09% 175
2023
Q3 		$205K Hold
2,746
– – 0.09% 174
2023
Q2 		$215K Buy
+2,746
New +$205K 0.09% 167
2022
Q2 		– Sell
-2,900
Closed -$220K – 171
2022
Q1 		$220K Hold
2,900
– – 0.11% 160
2021
Q4 		$221K Hold
2,900
– – 0.11% 156
2021
Q3 		$206K Hold
2,900
– – 0.11% 142
2021
Q2 		$209K Buy
+2,900
New +$209K 0.12% 137
2020
Q4 		– Sell
-2,877
Closed -$156K – 506
2020
Q3 		$156K Hold
2,877
– – 0.09% 145
2020
Q2 		$150K Sell
2,877
-1,784
-38% -$91.1K 0.09% 150
2020
Q1 		$215K Sell
4,661
-2,386
-34% -$137K 0.14% 99
2019
Q4 		$407K Hold
7,047
– – 0.22% 68
2019
Q3 		$409K Sell
7,047
-239
-3% -$13.6K 0.22% 64
2019
Q2 		$413K Hold
7,286
– – 0.23% 61
2019
Q1 		$405K Buy
+7,286
New +$389K 0.11% 134

Other funds holding IUSV

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Weaver Consulting Group's IUSV Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Core S&P US Value ETF (IUSV) stake by 10% in Q3 2026, buying an estimated $32K and bringing the position to 3,003 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #223.

Weaver Consulting Group first reported a position in IUSV in Q1 2019 and has held it in 25 quarters since. The position peaked at $413K in Q2 2019. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Weaver Consulting Group held 3,003 shares of iShares Core S&P US Value ETF worth $331K as of Q3 2026.
  • Weaver Consulting Group bought 283 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $32K.
  • iShares Core S&P US Value ETF made up 0.06% of Weaver Consulting Group's portfolio in Q3 2026, its #223 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 25 quarters since.
  • Weaver Consulting Group's iShares Core S&P US Value ETF position peaked at $413K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.