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Birchwood Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Birchwood Financial Partners’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 		$172K Hold
1,560
– – 0.14% 94
2026
Q1 		$159K Buy
1,560
+1
+0.1% +$105 0.15% 93
2025
Q4 		$160K Buy
+1,559
New +$158K 0.16% 91

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

Birchwood Financial Partners's IUSV Position: Q2 2026 in Review

Birchwood Financial Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 1,560 shares worth $172K. The position accounts for 0.14% of the portfolio, ranked #94.

Birchwood Financial Partners first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Birchwood Financial Partners held 1,560 shares of iShares Core S&P US Value ETF worth $172K as of Q2 2026.
  • Birchwood Financial Partners left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.14% of Birchwood Financial Partners's portfolio in Q2 2026, its #94 holding.
  • Birchwood Financial Partners first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.