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

Bullock 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 		$10.6K Sell
96
-75
-44% -$8.12K ﹤0.01% 436
2026
Q1 		$17.5K Buy
171
+75
+78% +$7.87K 0.01% 360
2025
Q4 		$9.84K Hold
96
– – ﹤0.01% 408
2025
Q3 		$9.62K Hold
96
– – ﹤0.01% 420
2025
Q2 		$9.18K Hold
96
– – ﹤0.01% 401
2025
Q1 		$8.85K Hold
96
– – ﹤0.01% 391
2024
Q4 		$8.89K Hold
96
– – 0.01% 404
2024
Q3 		$9.13K Sell
96
-20
-17% -$1.84K 0.01% 378
2024
Q2 		$10.2K Hold
116
– – 0.01% 355
2024
Q1 		$10.4K Buy
+116
New +$9.98K 0.01% 357

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 22.9% 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

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

Bullock Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 44% in Q2 2026, selling an estimated $8.12K and leaving 96 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Bullock Wealth Management first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.5K in Q1 2026. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Bullock Wealth Management held 96 shares of iShares Core S&P US Value ETF worth $10.6K as of Q2 2026.
  • Bullock Wealth Management sold 75 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $8.12K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #436 holding.
  • Bullock Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's iShares Core S&P US Value ETF position peaked at $17.5K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.