BEI
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Benjamin Edwards Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Benjamin Edwards Inc’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 		$153M Buy
1,392,296
+79,290
+6% +$8.58M 1.4% 7
2026
Q1 		$134M Buy
1,313,006
+164,901
+14% +$17.3M 1.33% 6
2025
Q4 		$118M Buy
1,148,105
+73,509
+7% +$7.45M 1.3% 8
2025
Q3 		$107M Buy
1,074,596
+61,579
+6% +$5.99M 1.21% 7
2025
Q2 		$95.9M Buy
1,013,017
+40,926
+4% +$3.69M 1.22% 7
2025
Q1 		$89.7M Buy
972,091
+90,754
+10% +$8.52M 1.25% 5
2024
Q4 		$81.6M Buy
881,337
+47,141
+6% +$4.53M 1.17% 8
2024
Q3 		$79.7M Buy
834,196
+826,482
+10,714% +$76M 1.16% 8
2024
Q2 		$680K Buy
7,714
+859
+13% +$75.7K 0.13% 171
2024
Q1 		$620K Buy
6,855
+144
+2% +$12.4K 0.12% 188
2023
Q4 		$566K Buy
6,711
+541
+9% +$42.1K 0.12% 190
2023
Q3 		$460K Buy
6,170
+2,559
+71% +$201K 0.11% 194
2023
Q2 		$283K Sell
3,611
-9
-0.2% -$672 0.07% 230
2023
Q1 		$267K Sell
3,620
-478
-12% -$35.2K 0.07% 234
2022
Q4 		$289K Sell
4,098
-636
-13% -$44.2K 0.08% 220
2022
Q3 		$296K Sell
4,734
-104
-2% -$7.18K 0.09% 206
2022
Q2 		$324K Sell
4,838
-403
-8% -$28.9K 0.1% 206
2022
Q1 		$398K Buy
5,241
+324
+7% +$24.3K 0.12% 195
2021
Q4 		$375K Buy
4,917
+296
+6% +$22K 0.12% 180
2021
Q3 		$328K Sell
4,621
-47
-1% -$3.41K 0.2% 140
2021
Q2 		$336K Sell
4,668
-232
-5% -$16.7K 0.23% 129
2021
Q1 		$338K Sell
4,900
-562
-10% -$36.9K 0.26% 121
2020
Q4 		$340K Buy
5,462
+409
+8% +$24K 0.26% 115
2020
Q3 		$274K Buy
5,053
+644
+15% +$35.2K 0.23% 117
2020
Q2 		$230K Buy
4,409
+1,260
+40% +$64.3K 0.19% 123
2020
Q1 		$145K Buy
3,149
+2,159
+218% +$124K 0.15% 127
2019
Q4 		$62K Buy
990
+12
+1% +$723 0.13% 122
2019
Q3 		$57K Sell
978
-26
-3% -$1.48K 0.12% 125
2019
Q2 		$57K Buy
+1,004
New +$55.9K 0.14% 120

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

Benjamin Edwards Inc's IUSV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core S&P US Value ETF (IUSV) stake by 6% in Q2 2026, buying an estimated $8.58M and bringing the position to 1,392,296 shares worth $153M. The position accounts for 1.4% of the portfolio, ranked #7.

Benjamin Edwards Inc first reported a position in IUSV in Q2 2019 and has held it in 29 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Benjamin Edwards Inc held 1,392,296 shares of iShares Core S&P US Value ETF worth $153M as of Q2 2026.
  • Benjamin Edwards Inc bought 79,290 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $8.58M.
  • iShares Core S&P US Value ETF made up 1.4% of Benjamin Edwards Inc's portfolio in Q2 2026, its #7 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.