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IUSV icon

Beam Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Beam Wealth 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 		$6.7M Sell
60,856
-14
-0% -$1.51K 1.48% 15
2026
Q1 		$6.22M Sell
60,870
-801
-1% -$84K 1.55% 13
2025
Q4 		$6.32M Sell
61,671
-803
-1% -$81.4K 1.74% 11
2025
Q3 		$6.24M Sell
62,474
-2,630
-4% -$256K 1.7% 12
2025
Q2 		$6.16M Sell
65,104
-15,745
-19% -$1.42M 1.84% 9
2025
Q1 		$7.46M Buy
80,849
+937
+1% +$87.9K 2.52% 6
2024
Q4 		$7.4M Sell
79,912
-1,424
-2% -$137K 2.34% 7
2024
Q3 		$7.77M Buy
81,336
+4,831
+6% +$444K 2.35% 7
2024
Q2 		$6.74M Sell
76,505
-2,017
-3% -$178K 2.24% 7
2024
Q1 		$7.1M Buy
78,522
+277
+0.4% +$23.8K 4.27% 4
2023
Q4 		$6.6M Buy
78,245
+450
+0.6% +$35K 4.18% 5
2023
Q3 		$5.81M Sell
77,795
-2,129
-3% -$167K 4.13% 5
2023
Q2 		$6.25M Buy
79,924
+20,206
+34% +$1.51M 4.34% 6
2023
Q1 		$4.41M Buy
59,718
+1,415
+2% +$104K 4.42% 2
2022
Q4 		$4.12M Buy
58,303
+9,327
+19% +$649K 4.29% 2
2022
Q3 		$3.07M Buy
48,976
+1,307
+3% +$90.2K 3.41% 2
2022
Q2 		$3.19M Sell
47,669
-4,878
-9% -$350K 3.54% 2
2022
Q1 		$3.99M Buy
52,547
+3,329
+7% +$250K 4.58% 3
2021
Q4 		$3.76M Buy
49,218
+4,056
+9% +$301K 4.3% 3
2021
Q3 		$3.2M Buy
45,162
+1,492
+3% +$108K 2.75% 6
2021
Q2 		$3.14M Buy
43,670
+6,452
+17% +$464K 2.71% 6
2021
Q1 		$2.56M Buy
37,218
+812
+2% +$53.3K 2.29% 7
2020
Q4 		$2.26M Sell
36,406
-5,382
-13% -$315K 2.14% 10
2020
Q3 		$2.27M Buy
41,788
+1,197
+3% +$65.4K 2.12% 12
2020
Q2 		$2.15M Buy
40,591
+7,740
+24% +$395K 2.16% 12
2020
Q1 		$1.52M Buy
+32,851
New +$1.89M 1.5% 13

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Beam Wealth Advisors's IUSV Position: Q2 2026 in Review

Beam Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.02% in Q2 2026, selling an estimated $1.51K and leaving 60,856 shares worth $6.7M. The position accounts for 1.48% of the portfolio, ranked #15.

Beam Wealth Advisors first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.77M in Q3 2024. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Beam Wealth Advisors held 60,856 shares of iShares Core S&P US Value ETF worth $6.7M as of Q2 2026.
  • Beam Wealth Advisors sold 14 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.51K.
  • iShares Core S&P US Value ETF made up 1.48% of Beam Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Beam Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Beam Wealth Advisors's iShares Core S&P US Value ETF position peaked at $7.77M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.