WJ Wealth Management
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
Q3 		$1.76M Hold
15,956
– – 0.72% 31
2026
Q2 		$1.76M Sell
15,956
-8
-0.1% -$866 0.69% 32
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 		$9.7M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

WJ Wealth Management's IUSV Position: Q3 2026 in Review

WJ Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 15,956 shares worth $1.76M. The position accounts for 0.72% of the portfolio, ranked #31.

WJ Wealth Management first reported a position in IUSV in Q1 2021 and has held it in 23 quarters since. The position peaked at $13.9M in Q4 2022. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • WJ Wealth Management held 15,956 shares of iShares Core S&P US Value ETF worth $1.76M as of Q3 2026.
  • WJ Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up 0.72% of WJ Wealth Management's portfolio in Q3 2026, its #31 holding.
  • WJ Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 23 quarters since.
  • WJ Wealth Management's iShares Core S&P US Value ETF position peaked at $13.9M in Q4 2022.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.