WWM
IUSV icon

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

WJ 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 		$1.63M Sell
15,964
-481
-3% -$50.4K 0.76% 28
2025
Q4 		$1.69M Sell
16,445
-1,099
-6% -$111K 0.74% 28
2025
Q3 		$1.77M Sell
17,544
-17,536
-50% -$1.71M 0.78% 27
2025
Q2 		$3.32M Sell
35,080
-15
-0% -$1.35K 1.05% 27
2025
Q1 		$3.24M Sell
35,095
-1,899
-5% -$178K 1.15% 27
2024
Q4 		$3.43M Sell
36,994
-19,284
-34% -$1.85M 1.18% 25
2024
Q3 		$5.37M Buy
56,278
+893
+2% +$82.1K 1.89% 17
2024
Q2 		$4.88M Sell
55,385
-490
-0.9% -$43.2K 1.78% 16
2024
Q1 		$5.05M Sell
55,875
-2,035
-4% -$175K 2.01% 15
2023
Q4 		$4.88M Buy
57,910
+1,571
+3% +$122K 2.12% 13
2023
Q3 		$4.2M Sell
56,339
-110,264
-66% -$8.65M 2.04% 14
2023
Q2 		$13M Buy
166,603
+14,926
+10% +$1.11M 6.17% 5
2023
Q1 		$11.2M Sell
151,677
-44,855
-23% -$3.3M 7.57% 4
2022
Q4 		$13.9M Buy
196,532
+27,385
+16% +$1.9M 8.06% 1
2022
Q3 		$10.6M Buy
169,147
+23,483
+16% +$1.62M 6.64% 5
2022
Q2 		$9.75M Sell
145,664
-31,816
-18% -$2.29M 6.93% 5
2022
Q1 		$13.5M Buy
177,480
+14,947
+9% +$1.12M 8.95% 4
2021
Q4 		$12.4M Buy
162,533
+60,121
+59% +$4.46M 7.42% 4
2021
Q3 		$7.27M Buy
102,412
+98,789
+2,727% +$7.17M 4.83% 5
2021
Q2 		$261K Buy
3,623
+497
+16% +$35.7K 0.81% 38
2021
Q1 		$215K Buy
+3,126
New +$205K 0.67% 40

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

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

WJ Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.9% in Q1 2026, selling an estimated $50.4K and leaving 15,964 shares worth $1.63M. The position accounts for 0.76% of the portfolio, ranked #28.

WJ Wealth Management first reported a position in IUSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.9M in Q4 2022. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • WJ Wealth Management held 15,964 shares of iShares Core S&P US Value ETF worth $1.63M as of Q1 2026.
  • WJ Wealth Management sold 481 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $50.4K.
  • iShares Core S&P US Value ETF made up 0.76% of WJ Wealth Management's portfolio in Q1 2026, its #28 holding.
  • WJ Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 21 quarters since.
  • WJ Wealth Management's iShares Core S&P US Value ETF position peaked at $13.9M in Q4 2022.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.