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

Beaumont 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	$593K	Hold	5,385	–	–	0.04%	229
2026 Q1	$551K	Hold	5,385	–	–	0.04%	222
2025 Q4	$552K	Hold	5,385	–	–	0.04%	218
2025 Q3	$538K	Hold	5,385	–	–	0.04%	229
2025 Q2	$510K	Hold	5,385	–	–	0.04%	217
2025 Q1	$497K	Hold	5,385	–	–	0.04%	218
2024 Q4	$499K	Hold	5,385	–	–	0.04%	218
2024 Q3	$514K	Hold	5,385	–	–	0.04%	210
2024 Q2	$475K	Hold	5,385	–	–	0.04%	215
2024 Q1	$487K	Hold	5,385	–	–	0.04%	205
2023 Q4	$454K	Hold	5,385	–	–	0.04%	206
2023 Q3	$402K	Hold	5,385	–	–	0.04%	204
2023 Q2	$421K	Hold	5,385	–	–	0.04%	214
2023 Q1	$397K	Hold	5,385	–	–	0.04%	203
2022 Q4	$380K	Hold	5,385	–	–	0.04%	206
2022 Q3	$337K	Buy	+5,385	New	+$372K	0.03%	218

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

Beaumont Financial Advisors's IUSV Position: Q2 2026 in Review

Beaumont Financial Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 5,385 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #229.

Beaumont Financial Advisors first reported a position in IUSV in Q3 2022 and has held it in 16 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Beaumont Financial Advisors held 5,385 shares of iShares Core S&P US Value ETF worth $593K as of Q2 2026.
Beaumont Financial Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #229 holding.
Beaumont Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2022 and has held it in 16 quarters since.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.