Bedel Financial Consulting’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bedel Financial Consulting’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	$438K	Hold	3,976	–	–	0.04%	190
2026 Q1	$407K	Hold	3,976	–	–	0.05%	188
2025 Q4	$408K	Hold	3,976	–	–	0.04%	183
2025 Q3	$397K	Hold	3,976	–	–	0.05%	187
2025 Q2	$376K	Hold	3,976	–	–	0.05%	187
2025 Q1	$353K	Hold	3,976	–	–	0.05%	188
2024 Q4	$379K	Sell	3,976 -21	-0.5%	-$2.02K	0.05%	185
2024 Q3	$382K	Hold	3,997	–	–	0.05%	170
2024 Q2	$352K	Hold	3,997	–	–	0.05%	170
2024 Q1	$361K	Hold	3,997	–	–	0.06%	167
2023 Q4	$337K	Hold	3,997	–	–	0.06%	170
2023 Q3	$298K	Hold	3,997	–	–	0.06%	176
2023 Q2	$313K	Sell	3,997 -21	-0.5%	-$1.57K	0.07%	174
2023 Q1	$296K	Hold	4,018	–	–	0.07%	170
2022 Q4	$284K	Hold	4,018	–	–	0.07%	173
2022 Q3	$281K	Sell	4,018 -1,485	-27%	-$103K	0.07%	164
2022 Q2	$368K	Buy	5,503 +1,485	+37%	+$107K	0.11%	129
2022 Q1	$305K	Hold	4,018	–	–	0.1%	140
2021 Q4	$307K	Hold	4,018	–	–	0.1%	144
2021 Q3	$285K	Buy	4,018 +42	+1%	+$3.05K	0.1%	145
2021 Q2	$286K	Buy	3,976 +19	+0.5%	+$1.37K	0.1%	149
2021 Q1	$273K	Sell	3,957 -15	-0.4%	-$984	0.11%	144
2020 Q4	$247K	Sell	3,972 -42	-1%	-$2.46K	0.11%	127
2020 Q3	$218K	Buy	4,014 +114	+3%	+$6.23K	0.11%	130
2020 Q2	$204K	Hold	3,900	–	–	0.11%	128
2020 Q1	$180K	Hold	3,900	–	–	0.12%	129
2019 Q4	$246K	Sell	3,900 -31,061	-89%	-$1.87M	0.14%	119
2019 Q3	$2.02M	Hold	34,961	–	–	1.22%	9
2019 Q2	$1.98M	Hold	34,961	–	–	1.2%	9
2019 Q1	$1.92M	Buy	34,961 +3,387	+11%	+$181K	1.22%	8
2018 Q4	$1.55M	Sell	31,574 -1,998	-6%	-$106K	1.12%	12
2018 Q3	$1.84M	Hold	33,572	–	–	1.23%	9
2018 Q2	$1.8M	Sell	33,572 -554	-2%	-$29.9K	1.33%	8
2018 Q1	$1.81M	Buy	34,126 +30,226	+775%	+$1.67M	1.38%	7
2017 Q4	$216K	Buy	+3,900	New	+$210K	0.19%	121

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

Bedel Financial Consulting's IUSV Position: Q2 2026 in Review

Bedel Financial Consulting held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 3,976 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #190.

Bedel Financial Consulting first reported a position in IUSV in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.02M in Q3 2019. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Bedel Financial Consulting held 3,976 shares of iShares Core S&P US Value ETF worth $438K as of Q2 2026.
Bedel Financial Consulting 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 Bedel Financial Consulting's portfolio in Q2 2026, its #190 holding.
Bedel Financial Consulting first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 35 quarters since.
Bedel Financial Consulting's iShares Core S&P US Value ETF position peaked at $2.02M in Q3 2019.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.