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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
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

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 $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Weaver Consulting Group's IUSV Position: Q1 2026 in Review

Weaver Consulting Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,720 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #217.

Weaver Consulting Group first reported a position in IUSV in Q1 2019 and has held it in 23 quarters since. The position peaked at $413K in Q2 2019. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Weaver Consulting Group held 2,720 shares of iShares Core S&P US Value ETF worth $278K as of Q1 2026.
  • Weaver Consulting Group left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.07% of Weaver Consulting Group's portfolio in Q1 2026, its #217 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 23 quarters since.
  • Weaver Consulting Group's iShares Core S&P US Value ETF position peaked at $413K in Q2 2019.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.