Heritage Wealth Management, Inc./Texas IUSV — ISHARES TR

Ownership history in Heritage Wealth Management, Inc./Texas  ·  4 quarters on record

AI Ownership Summary

Heritage Wealth Management, Inc./Texas reported ISHARES TR (IUSV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.15% in 2025 Q2. The latest visible filing shows IUSV at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IUSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Management, Inc./Texas's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IUSV was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IUSV stock page Heritage Wealth Management, Inc./Texas fund profile Heritage Wealth Management, Inc./Texas full holdings
How Heritage Wealth Management, Inc./Texas held IUSV — position size vs. price
% of Fund (quarterly)    IUSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,214 — 0% 0.14% $329K 2026-05-06 $108.97
2025 Q4 UNCHANGED — — — 3,214 — 0% 0.14% $330K 2026-02-09 $107.00
2025 Q3 REDUCED — — — 3,214 -12 -0.4% 0.14% $321K 2025-10-31 $100.11
2025 Q2 INITIATED — — — 3,226 — — 0.15% $305K 2025-08-01 $92.87

🏢 Other funds also holding IUSV

As of 2026 Q1 — sorted by position size

SOUTHERN CAPITAL ADVISORS, LLC 3Y 14.15% Tanglewood Legacy Advisors, LLC 3Y 14.11% Salus Financial Advisors, LLC 13.43% Veracity Capital LLC 3Y 13.18% PCA Investment Advisory Services Inc. 3Y 10.95% ASPIRIANT, LLC 3Y 7Y 10.73% FORTRESS FINANCIAL GROUP, LLC 10.54% Keenan, LLC 10.42% Birchcreek Wealth Management, LLC 3Y 9.94% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.08%

FAQ About Heritage Wealth Management, Inc./Texas and IUSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Wealth Management, Inc./Texas reported owning IUSV?

Heritage Wealth Management, Inc./Texas reported IUSV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IUSV position in Heritage Wealth Management, Inc./Texas's portfolio?

The largest reported portfolio weight for IUSV was 0.15% in 2025 Q2.

What is the latest reported IUSV position on this page?

The most recent filing on this page is 2026 Q1, when Heritage Wealth Management, Inc./Texas reported 3,214 shares, equal to 0.14% of portfolio, with an estimated market value of $329K.

What does the chart on this IUSV ownership page compare?

The chart compares Heritage Wealth Management, Inc./Texas's quarterly IUSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Heritage Wealth Management, Inc./Texas Holdings