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Atwood & Palmer’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atwood & Palmer’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 		$5.84K Hold
53
– – ﹤0.01% 399
2026
Q1 		$5.42K Hold
53
– – ﹤0.01% 406
2025
Q4 		$5.43K Hold
53
– – ﹤0.01% 413
2025
Q3 		$5.3K Buy
+53
New +$5.16K ﹤0.01% 419

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Atwood & Palmer's IUSV Position: Q2 2026 in Review

Atwood & Palmer held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 53 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Atwood & Palmer first reported a position in IUSV in Q3 2025 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Atwood & Palmer held 53 shares of iShares Core S&P US Value ETF worth $5.84K as of Q2 2026.
  • Atwood & Palmer left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #399 holding.
  • Atwood & Palmer first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.