Baltimore-Washington Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Baltimore-Washington Financial Advisors’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	$775K	Buy	+7,036	New	+$761K	0.03%	109

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Baltimore-Washington Financial Advisors's IUSV Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 7,036 shares worth $775K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings.

807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Baltimore-Washington Financial Advisors held 7,036 shares of iShares Core S&P US Value ETF worth $775K as of Q2 2026.
iShares Core S&P US Value ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
iShares Core S&P US Value ETF made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #109 holding.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.