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Curi RMB Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Curi RMB Capital’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 		$63.1M Buy
573,084
+123,613
+28% +$13.4M 0.97% 17
2026
Q1 		$46M Buy
449,471
+138,672
+45% +$14.5M 0.82% 23
2025
Q4 		$31.9M Buy
310,799
+125,706
+68% +$12.7M 0.55% 39
2025
Q3 		$18.5M Buy
185,093
+97,204
+111% +$9.46M 0.34% 79
2025
Q2 		$8.32M Buy
87,889
+53,041
+152% +$4.79M 0.16% 163
2025
Q1 		$3.22M Buy
+34,848
New +$3.27M 0.08% 226

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

Curi RMB Capital's IUSV Position: Q2 2026 in Review

Curi RMB Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 28% in Q2 2026, buying an estimated $13.4M and bringing the position to 573,084 shares worth $63.1M. The position accounts for 0.97% of the portfolio, ranked #17.

Curi RMB Capital first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Curi RMB Capital held 573,084 shares of iShares Core S&P US Value ETF worth $63.1M as of Q2 2026.
  • Curi RMB Capital bought 123,613 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $13.4M.
  • iShares Core S&P US Value ETF made up 0.97% of Curi RMB Capital's portfolio in Q2 2026, its #17 holding.
  • Curi RMB Capital first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.