Woodard & Company Asset Management Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Woodard & Company Asset Management Group’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 Q2	$308K	Hold	2,800	–	–	0.04%	101
2026 Q1	$286K	Hold	2,800	–	–	0.05%	100
2025 Q4	$287K	Hold	2,800	–	–	0.05%	100
2025 Q3	$280K	Sell	2,800 -14	-0.5%	-$1.36K	0.05%	90
2025 Q2	$266K	Buy	2,814 +14	+0.5%	+$1.26K	0.05%	87
2025 Q1	$258K	Hold	2,800	–	–	0.05%	92
2024 Q4	$259K	Hold	2,800	–	–	0.06%	84
2024 Q3	$267K	Hold	2,800	–	–	0.06%	78
2024 Q2	$247K	Hold	2,800	–	–	0.06%	78
2024 Q1	$253K	Hold	2,800	–	–	0.07%	77
2023 Q4	$236K	Hold	2,800	–	–	0.07%	75
2023 Q3	$209K	Hold	2,800	–	–	0.07%	72
2023 Q2	$219K	Hold	2,800	–	–	0.07%	76
2023 Q1	$207K	Hold	2,800	–	–	0.07%	79
2022 Q4	$198K	Hold	2,800	–	–	0.07%	78
2022 Q3	$175K	Hold	2,800	–	–	0.08%	75
2022 Q2	$187K	Hold	2,800	–	–	0.08%	78
2022 Q1	$212K	Hold	2,800	–	–	0.09%	81
2021 Q4	$214K	Hold	2,800	–	–	0.1%	81
2021 Q3	$198K	Hold	2,800	–	–	0.12%	79
2021 Q2	$201K	Hold	2,800	–	–	0.12%	78
2021 Q1	$193K	Hold	2,800	–	–	0.12%	82
2020 Q4	$174K	Hold	2,800	–	–	0.11%	73
2020 Q3	$152K	Hold	2,800	–	–	0.1%	64
2020 Q2	$146K	Hold	2,800	–	–	0.1%	66
2020 Q1	$129K	Hold	2,800	–	–	0.09%	62
2019 Q4	$176K	Buy	+2,800	New	+$169K	0.11%	61
2018 Q4	–	Sell	-2,800	Closed	-$158K	–	121
2018 Q3	$158K	Hold	2,800	–	–	0.14%	54
2018 Q2	$150K	Sell	2,800 -320	-10%	-$17.2K	0.15%	54
2018 Q1	$165K	Sell	3,120 -150,592	-98%	-$8.34M	0.16%	48
2017 Q4	$8.51M	Buy	+153,712	New	+$8.26M	7.38%	3

Other funds holding IUSV

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodard & Company Asset Management Group's IUSV Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,800 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #101.

Woodard & Company Asset Management Group first reported a position in IUSV in Q4 2017 and has held it in 31 quarters since. The position peaked at $8.51M in Q4 2017. 371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Woodard & Company Asset Management Group held 2,800 shares of iShares Core S&P US Value ETF worth $308K as of Q2 2026.
Woodard & Company Asset Management Group left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.04% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #101 holding.
Woodard & Company Asset Management Group first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 31 quarters since.
Woodard & Company Asset Management Group's iShares Core S&P US Value ETF position peaked at $8.51M in Q4 2017.
371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.