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Bellevue Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bellevue Asset Management’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 		$147K Buy
+1,336
New +$145K 0.07% 98

Other funds holding IUSV

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S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Bellevue Asset Management's IUSV Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,336 shares worth $147K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings.

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

  • Bellevue Asset Management held 1,336 shares of iShares Core S&P US Value ETF worth $147K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Bellevue Asset Management position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.07% of Bellevue Asset Management's portfolio in Q2 2026, its #98 holding.
  • 435 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.