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Beck Bode LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

Beck Bode LLC’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 		$428K Sell
3,887
-136
-3% -$14.7K 0.06% 67
2026
Q1 		$411K Buy
4,023
+15
+0.4% +$1.57K 0.07% 65
2025
Q4 		$411K Sell
4,008
-1,119
-22% -$113K 0.07% 71
2025
Q3 		$512K Sell
5,127
-4,498
-47% -$438K 0.08% 63
2025
Q2 		$911K Sell
9,625
-4,710
-33% -$425K 0.15% 56
2025
Q1 		$1.32M Sell
14,335
-2,840
-17% -$267K 0.25% 50
2024
Q4 		$1.59M Sell
17,175
-7,208
-30% -$693K 0.29% 50
2024
Q3 		$2.33M Sell
24,383
-7,659
-24% -$704K 0.44% 41
2024
Q2 		$2.82M Sell
32,042
-5,003
-14% -$441K 0.57% 41
2024
Q1 		$3.35M Sell
37,045
-8,913
-19% -$767K 0.68% 44
2023
Q4 		$3.88M Sell
45,958
-6,003
-12% -$467K 0.87% 38
2023
Q3 		$3.88M Sell
51,961
-3,228
-6% -$253K 0.99% 35
2023
Q2 		$4.32M Sell
55,189
-751
-1% -$56.1K 1.05% 35
2023
Q1 		$4.13M Buy
55,940
+4,005
+8% +$295K 1.01% 33
2022
Q4 		$3.67M Buy
+51,935
New +$3.61M 0.82% 42

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

Beck Bode LLC's IUSV Position: Q2 2026 in Review

Beck Bode LLC reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.4% in Q2 2026, selling an estimated $14.7K and leaving 3,887 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #67.

Beck Bode LLC first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.32M in Q2 2023. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Beck Bode LLC held 3,887 shares of iShares Core S&P US Value ETF worth $428K as of Q2 2026.
  • Beck Bode LLC sold 136 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $14.7K.
  • iShares Core S&P US Value ETF made up 0.06% of Beck Bode LLC's portfolio in Q2 2026, its #67 holding.
  • Beck Bode LLC first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Beck Bode LLC's iShares Core S&P US Value ETF position peaked at $4.32M in Q2 2023.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.