XY Planning Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

XY Planning Network’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	$2.81M	Buy	25,481 +2,994	+13%	+$339K	0.3%	74
2026 Q2	$2.48M	Buy	22,487 +499	+2%	+$54K	0.31%	76
2026 Q1	$2.25M	Buy	21,988 +446	+2%	+$46.8K	0.36%	67
2025 Q4	$2.21M	Sell	21,542 -967	-4%	-$98.1K	0.39%	63
2025 Q3	$2.13M	Hold	22,509	–	–	0.73%	39
2025 Q2	$2.13M	Sell	22,509 -254	-1%	-$22.9K	0.73%	39
2025 Q1	$2.1M	Buy	22,763 +34	+0.1%	+$3.19K	1.4%	19
2024 Q4	$2.1M	Buy	+22,729	New	+$2.19M	1.58%	19

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

XY Planning Network's IUSV Position: Q3 2026 in Review

XY Planning Network increased its iShares Core S&P US Value ETF (IUSV) stake by 13% in Q3 2026, buying an estimated $339K and bringing the position to 25,481 shares worth $2.81M. The position accounts for 0.3% of the portfolio, ranked #74.

XY Planning Network first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

XY Planning Network held 25,481 shares of iShares Core S&P US Value ETF worth $2.81M as of Q3 2026.
XY Planning Network bought 2,994 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $339K.
iShares Core S&P US Value ETF made up 0.3% of XY Planning Network's portfolio in Q3 2026, its #74 holding.
XY Planning Network first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.