Chicago Partners Investment Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Chicago Partners Investment 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	–	Sell	-1,899	Closed	-$203K	–	1642
2026 Q1	$203K	Buy	+1,899	New	+$199K	﹤0.01%	1338
2018 Q4	–	Sell	-3,745	Closed	-$195K	–	623
2018 Q3	$195K	Sell	3,745 -455	-11%	-$25.4K	0.03%	308
2018 Q2	$225K	Buy	4,200 +2,000	+91%	+$108K	0.03%	259
2018 Q1	$117K	Sell	2,200 -100	-4%	-$5.54K	0.02%	319
2017 Q4	$127K	Buy	2,300 +100	+5%	+$5.38K	0.02%	319
2017 Q3	$115K	Sell	2,200 -1,900	-46%	-$97.5K	0.02%	329
2017 Q2	$205K	Buy	+4,100	New	+$207K	0.05%	194

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Chicago Partners Investment Group's IUSV Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 1,899 shares — an estimated $203K sold.

Chicago Partners Investment Group first reported a position in IUSV in Q2 2017 and held it in 7 quarters. The position peaked at $225K in Q2 2018. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Chicago Partners Investment Group reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
Chicago Partners Investment Group sold 1,899 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $203K.
Chicago Partners Investment Group first reported a position in iShares Core S&P US Value ETF in Q2 2017 and held it in 7 quarters.
Chicago Partners Investment Group's iShares Core S&P US Value ETF position peaked at $225K in Q2 2018.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.