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Chapman Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Chapman Financial Group’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 		$14.3K Hold
130
– – 0.01% 215
2026
Q1 		$13.3K Hold
130
– – 0.01% 217
2025
Q4 		$13.3K Hold
130
– – 0.01% 212
2025
Q3 		$13K Hold
130
– – 0.01% 212
2025
Q2 		$12.3K Buy
+130
New +$11.7K 0.01% 178
2024
Q4 		$12K Buy
+130
New +$12.5K 0.01% 180

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

Chapman Financial Group's IUSV Position: Q2 2026 in Review

Chapman Financial Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 130 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #215.

Chapman Financial Group first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Chapman Financial Group held 130 shares of iShares Core S&P US Value ETF worth $14.3K as of Q2 2026.
  • Chapman Financial Group left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Chapman Financial Group's portfolio in Q2 2026, its #215 holding.
  • Chapman Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.