WS
IUSV icon

Wedbush Securities’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wedbush Securities’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 		$320K Buy
3,125
+2
+0.1% +$210 0.01% 874
2025
Q4 		$320K Buy
3,123
+2
+0.1% +$203 0.01% 857
2025
Q3 		$312K Buy
3,121
+2
+0.1% +$195 0.01% 832
2025
Q2 		$295K Buy
3,119
+2
+0.1% +$181 0.01% 844
2025
Q1 		$288K Buy
3,117
+1
+0% +$94 0.01% 841
2024
Q4 		$288K Sell
3,116
-84
-3% -$8.08K 0.01% 840
2024
Q3 		$306K Buy
3,200
+89
+3% +$8.18K 0.01% 798
2024
Q2 		$274K Buy
3,111
+807
+35% +$71.1K 0.01% 905
2024
Q1 		$208K Buy
+2,304
New +$198K 0.01% 1080
2021
Q2 		– Sell
-6,731
Closed -$464K – 1174
2021
Q1 		$464K Buy
6,731
+1,870
+38% +$123K 0.03% 607
2020
Q4 		$302K Sell
4,861
-398
-8% -$23.3K 0.03% 645
2020
Q3 		$285K Sell
5,259
-918
-15% -$50.2K 0.03% 638
2020
Q2 		$323K Buy
6,177
+190
+3% +$9.7K 0.03% 579
2020
Q1 		$276K Buy
5,987
+121
+2% +$6.96K 0.03% 548
2019
Q4 		$370K Sell
5,866
-6,247
-52% -$377K 0.03% 588
2019
Q3 		$700K Buy
12,113
+4,689
+63% +$267K 0.07% 324
2019
Q2 		$421K Sell
7,424
-4,817
-39% -$268K 0.04% 499
2019
Q1 		$671K Buy
12,241
+2,210
+22% +$118K 0.07% 321
2018
Q4 		$492K Buy
10,031
+545
+6% +$29K 0.06% 358
2018
Q3 		$535K Buy
+9,486
New +$530K 0.06% 374

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

Wedbush Securities's IUSV Position: Q1 2026 in Review

Wedbush Securities increased its iShares Core S&P US Value ETF (IUSV) stake by 0.06% in Q1 2026, buying an estimated $210 and bringing the position to 3,125 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #874.

Wedbush Securities first reported a position in IUSV in Q3 2018 and has held it in 20 quarters since. The position peaked at $700K in Q3 2019. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Wedbush Securities held 3,125 shares of iShares Core S&P US Value ETF worth $320K as of Q1 2026.
  • Wedbush Securities bought 2 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $210.
  • iShares Core S&P US Value ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #874 holding.
  • Wedbush Securities first reported a position in iShares Core S&P US Value ETF in Q3 2018 and has held it in 20 quarters since.
  • Wedbush Securities's iShares Core S&P US Value ETF position peaked at $700K in Q3 2019.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.