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Buck Wealth Strategies’s iShares Core S&P US Value ETF IUSV Stock Holding History

Buck Wealth Strategies’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 		$116K Buy
+1,052
New +$114K 0.01% 242

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Buck Wealth Strategies's IUSV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,052 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings.

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

  • Buck Wealth Strategies held 1,052 shares of iShares Core S&P US Value ETF worth $116K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #242 holding.
  • 538 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.