Wells Fargo
IUSV icon

Wells Fargo’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wells Fargo’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 		$121M Buy
1,183,894
+89,221
+8% +$9.36M 0.02% 563
2025
Q4 		$112M Buy
1,094,673
+20,326
+2% +$2.06M 0.02% 581
2025
Q3 		$107M Sell
1,074,347
-59,254
-5% -$5.77M 0.02% 579
2025
Q2 		$107M Sell
1,133,601
-184,858
-14% -$16.7M 0.02% 562
2025
Q1 		$122M Buy
1,318,459
+4,511
+0.3% +$423K 0.03% 468
2024
Q4 		$122M Buy
1,313,948
+80,483
+7% +$7.74M 0.03% 473
2024
Q3 		$118M Buy
1,233,465
+15,112
+1% +$1.39M 0.03% 487
2024
Q2 		$107M Buy
1,218,353
+34,476
+3% +$3.04M 0.03% 484
2024
Q1 		$107M Buy
1,183,877
+110,610
+10% +$9.52M 0.03% 476
2023
Q4 		$90.5M Sell
1,073,267
-31,193
-3% -$2.43M 0.02% 502
2023
Q3 		$82.4M Buy
1,104,460
+53,083
+5% +$4.17M 0.02% 498
2023
Q2 		$82.3M Sell
1,051,377
-46,491
-4% -$3.47M 0.02% 523
2023
Q1 		$81M Sell
1,097,868
-12,610
-1% -$929K 0.02% 507
2022
Q4 		$78.4M Buy
1,110,478
+139,037
+14% +$9.67M 0.02% 509
2022
Q3 		$60.8M Sell
971,441
-34,458
-3% -$2.38M 0.02% 573
2022
Q2 		$67.3M Buy
1,005,899
+43,414
+5% +$3.12M 0.02% 548
2022
Q1 		$73M Buy
962,485
+223,511
+30% +$16.8M 0.02% 607
2021
Q4 		$56.4M Sell
738,974
-615,127
-45% -$45.6M 0.01% 732
2021
Q3 		$96M Sell
1,354,101
-120,918
-8% -$8.78M 0.02% 680
2021
Q2 		$106M Buy
1,475,019
+666,057
+82% +$47.9M 0.02% 646
2021
Q1 		$55.7M Buy
808,962
+113,571
+16% +$7.45M 0.01% 991
2020
Q4 		$43.2M Buy
695,391
+298,227
+75% +$17.5M 0.01% 1066
2020
Q3 		$21.6M Buy
397,164
+13,640
+4% +$746K 0.01% 1368
2020
Q2 		$20M Buy
383,524
+16,139
+4% +$824K 0.01% 1375
2020
Q1 		$17M Sell
367,385
-135,197
-27% -$7.77M 0.01% 1332
2019
Q4 		$31.7M Buy
502,582
+155,751
+45% +$9.39M 0.01% 1183
2019
Q3 		$20M Sell
346,831
-276,556
-44% -$15.7M 0.01% 1441
2019
Q2 		$35.3M Sell
623,387
-135,267
-18% -$7.53M 0.01% 1122
2019
Q1 		$41.6M Buy
758,654
+326,521
+76% +$17.4M 0.01% 1000
2018
Q4 		$21.2M Buy
432,133
+76,359
+21% +$4.06M 0.01% 1335
2018
Q3 		$20.1M Buy
355,774
+51,868
+17% +$2.9M 0.01% 1498
2018
Q2 		$16.3M Sell
303,906
-40,164
-12% -$2.16M ﹤0.01% 1655
2018
Q1 		$18.3M Buy
344,070
+15,631
+5% +$866K 0.01% 1526
2017
Q4 		$18.2M Buy
328,439
+56,003
+21% +$3.01M 0.01% 1515
2017
Q3 		$14.3M Sell
272,436
-26,699
-9% -$1.37M ﹤0.01% 1676
2017
Q2 		$15.2M Sell
299,135
-22,922
-7% -$1.16M ﹤0.01% 1581
2017
Q1 		$16.3M Buy
322,057
+95,334
+42% +$4.8M 0.01% 1520
2016
Q4 		$11.1M Buy
226,723
+44,975
+25% +$2.13M ﹤0.01% 1767
2016
Q3 		$8.38M Buy
181,748
+25,532
+16% +$1.17M ﹤0.01% 1879
2016
Q2 		$6.99M Buy
156,216
+4,221
+3% +$185K ﹤0.01% 2086
2016
Q1 		$6.52M Sell
151,995
-51,465
-25% -$2.09M ﹤0.01% 2105
2015
Q4 		$8.64M Buy
203,460
+73,242
+56% +$3.16M ﹤0.01% 1957
2015
Q3 		$5.28M Buy
130,218
+1,968
+2% +$84.9K ﹤0.01% 2292
2015
Q2 		$5.76M Buy
128,250
+16,572
+15% +$757K ﹤0.01% 2313
2015
Q1 		$5.02M Sell
111,678
-32,940
-23% -$1.49M ﹤0.01% 2372
2014
Q4 		$6.58M Buy
144,618
+44,160
+44% +$1.96M ﹤0.01% 2129
2014
Q3 		$4.37M Sell
100,458
-8,283
-8% -$365K ﹤0.01% 2418
2014
Q2 		$4.8M Sell
108,741
-1,815
-2% -$77.5K ﹤0.01% 2360
2014
Q1 		$4.66M Sell
110,556
-6,810
-6% -$279K ﹤0.01% 2371
2013
Q4 		$4.83M Buy
117,366
+6,726
+6% +$267K ﹤0.01% 2288
2013
Q3 		$4.17M Buy
110,640
+5,136
+5% +$195K ﹤0.01% 2324
2013
Q2 		$3.85M Buy
+105,504
New +$3.83M ﹤0.01% 2317

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 $7.49B AUM 24.82% 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

Wells Fargo's IUSV Position: Q1 2026 in Review

Wells Fargo increased its iShares Core S&P US Value ETF (IUSV) stake by 8.2% in Q1 2026, buying an estimated $9.36M and bringing the position to 1,183,894 shares worth $121M. The position accounts for 0.02% of the portfolio, ranked #563.

Wells Fargo first reported a position in IUSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q1 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Wells Fargo held 1,183,894 shares of iShares Core S&P US Value ETF worth $121M as of Q1 2026.
  • Wells Fargo bought 89,221 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $9.36M.
  • iShares Core S&P US Value ETF made up 0.02% of Wells Fargo's portfolio in Q1 2026, its #563 holding.
  • Wells Fargo first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's iShares Core S&P US Value ETF position peaked at $122M in Q1 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.