IUSV — ISHARES TR CORE S&P US VLU

Ownership history in ForthRight Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in ISHARES TR CORE S&P US VLU (IUSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.56% (2022 Q4)
Avg. % of fund
9.65%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 300,457 +330 +0.1% 8.86% $30.8M $102.15
2025 Q3 ADDED 300,127 +8,258 +2.8% 8.72% $30.0M $99.04
2025 Q2 ADDED 291,869 +5,932 +2.1% 8.61% $27.6M $93.32
2025 Q1 ADDED 285,937 +4,382 +1.6% 8.83% $26.4M $90.59
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSV price (monthly, adj. close)

Other funds also holding IUSV

As of 2025 Q4 — sorted by position size

SOUTHERN CAPITAL ADVISORS, LLC 3Y 13.89% Tanglewood Legacy Advisors, LLC 3Y 13.71% Veracity Capital LLC 3Y 12.22% PCA Investment Advisory Services Inc. 10.84% FORTRESS FINANCIAL GROUP, LLC 10.67% ASPIRIANT, LLC 3Y 7Y 10.55% Birchcreek Wealth Management, LLC 3Y 10.03% Keenan, LLC 9.87% Kestra Investment Management, LLC 9.46% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.16%
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