WWM
IUSV icon

Western Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Western Wealth Management’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 		$2.15M Buy
21,026
+397
+2% +$41.6K 0.08% 267
2025
Q4 		$2.12M Buy
20,629
+2,007
+11% +$204K 0.1% 210
2025
Q3 		$1.86M Sell
18,622
-1,131
-6% -$110K 0.1% 196
2025
Q2 		$1.87M Sell
19,753
-2,980
-13% -$269K 0.11% 175
2025
Q1 		$2.1M Sell
22,733
-353
-2% -$33.1K 0.14% 150
2024
Q4 		$2.14M Sell
23,086
-350
-1% -$33.7K 0.14% 142
2024
Q3 		$2.24M Buy
23,436
+1,010
+5% +$92.9K 0.13% 167
2024
Q2 		$1.98M Sell
22,426
-166
-0.7% -$14.6K 0.15% 131
2024
Q1 		$2.04M Sell
22,592
-1,237
-5% -$106K 0.16% 126
2023
Q4 		$2.01M Buy
23,829
+1,789
+8% +$139K 0.14% 149
2023
Q3 		$1.64M Buy
22,040
+378
+2% +$29.7K 0.14% 156
2023
Q2 		$1.7M Sell
21,662
-702
-3% -$52.4K 0.14% 154
2023
Q1 		$1.65M Buy
22,364
+390
+2% +$28.7K 0.15% 156
2022
Q4 		$1.55M Sell
21,974
-30,548
-58% -$2.12M 0.16% 157
2022
Q3 		$3.3M Sell
52,522
-843
-2% -$58.2K 0.19% 116
2022
Q2 		$3.56M Sell
53,365
-3,703
-6% -$266K 0.2% 111
2022
Q1 		$4.33M Buy
57,068
+21,571
+61% +$1.62M 0.21% 102
2021
Q4 		$2.71M Buy
+35,497
New +$2.63M 0.27% 84
2021
Q2 		$2.38M Buy
33,033
+11,362
+52% +$817K 0.24% 95
2021
Q1 		$1.49M Buy
21,671
+464
+2% +$30.4K 0.2% 118
2020
Q4 		$1.32M Sell
21,207
-14,422
-40% -$845K 0.19% 124
2020
Q3 		$1.94M Sell
35,629
-1,031
-3% -$56.4K 0.32% 72
2020
Q2 		$1.92M Sell
36,660
-7,023
-16% -$359K 0.35% 60
2020
Q1 		$2.01M Buy
43,683
+18,639
+74% +$1.07M 0.46% 46
2019
Q4 		$1.58M Sell
25,044
-10,463
-29% -$631K 0.24% 98
2019
Q3 		$2.05M Buy
35,507
+642
+2% +$36.5K 0.43% 53
2019
Q2 		$1.98M Buy
34,865
+3,629
+12% +$202K 0.26% 81
2019
Q1 		$1.72M Sell
31,236
-663
-2% -$35.4K 0.38% 60
2018
Q4 		$1.56M Buy
+31,899
New +$1.7M 0.42% 50

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

Western Wealth Management's IUSV Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.9% in Q1 2026, buying an estimated $41.6K and bringing the position to 21,026 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #267.

Western Wealth Management first reported a position in IUSV in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.33M in Q1 2022. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Western Wealth Management held 21,026 shares of iShares Core S&P US Value ETF worth $2.15M as of Q1 2026.
  • Western Wealth Management bought 397 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $41.6K.
  • iShares Core S&P US Value ETF made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Western Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's iShares Core S&P US Value ETF position peaked at $4.33M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.