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Brickley Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Brickley Wealth 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 		$1.3M Hold
11,806
– – 0.19% 30
2026
Q1 		$1.21M Hold
11,806
– – 0.21% 24
2025
Q4 		$1.21M Hold
11,806
– – 0.2% 25
2025
Q3 		$1.18M Hold
11,806
– – 0.21% 25
2025
Q2 		$1.12M Hold
11,806
– – 0.22% 24
2025
Q1 		$1.09M Hold
11,806
– – 0.23% 22
2024
Q4 		$1.09M Hold
11,806
– – 0.22% 23
2024
Q3 		$1.13M Sell
11,806
-217
-2% -$20K 0.23% 23
2024
Q2 		$1.06M Hold
12,023
– – 0.23% 23
2024
Q1 		$1.09M Hold
12,023
– – 0.25% 23
2023
Q4 		$1.01M Buy
12,023
+8,880
+283% +$692K 0.24% 25
2023
Q3 		$235K Hold
3,143
– – 0.06% 37
2023
Q2 		$246K Hold
3,143
– – 0.06% 36
2023
Q1 		$232K Hold
3,143
– – 0.06% 36
2022
Q4 		$222K Sell
3,143
-6,788
-68% -$472K 0.07% 38
2022
Q3 		$622K Sell
9,931
-6,121
-38% -$423K 0.2% 27
2022
Q2 		$1.07M Buy
16,052
+9,903
+161% +$711K 0.33% 24
2022
Q1 		$467K Buy
6,149
+1,218
+25% +$91.3K 0.12% 29
2021
Q4 		$376K Buy
+4,931
New +$366K 0.08% 34
2020
Q2 		– Sell
-13,510
Closed -$624K – 35
2020
Q1 		$624K Buy
+13,510
New +$777K 0.26% 26

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

Brickley Wealth Management's IUSV Position: Q2 2026 in Review

Brickley Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 11,806 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #30.

Brickley Wealth Management first reported a position in IUSV in Q1 2020 and has held it in 20 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Brickley Wealth Management held 11,806 shares of iShares Core S&P US Value ETF worth $1.3M as of Q2 2026.
  • Brickley Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.19% of Brickley Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Brickley Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 20 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.