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West Paces Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

West Paces Advisors’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 		– Sell
-70
Closed -$7.18K – 205
2025
Q4 		$7.18K Buy
+70
New +$7.1K ﹤0.01% 188
2025
Q2 		– Sell
-82
Closed -$7.57K – 377
2025
Q1 		$7.57K Hold
82
– – ﹤0.01% 365
2024
Q4 		$7.59K Buy
+82
New +$7.89K ﹤0.01% 365

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $5.16B AUM 18.64% 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

West Paces Advisors's IUSV Position: Q1 2026 in Review

West Paces Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 70 shares — an estimated $7.18K sold.

West Paces Advisors first reported a position in IUSV in Q4 2024 and held it in 3 quarters. The position peaked at $7.59K in Q4 2024. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • West Paces Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • West Paces Advisors sold 70 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $7.18K.
  • West Paces Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 3 quarters.
  • West Paces Advisors's iShares Core S&P US Value ETF position peaked at $7.59K in Q4 2024.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on West Paces Advisors's 13F filing for Q1 2026, filed 5 May 2026.