Delap Wealth Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

Delap Wealth Advisory’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	$366K	Hold	3,320	–	–	0.12%	72
2026 Q1	$339K	Hold	3,320	–	–	0.13%	71
2025 Q4	$340K	Hold	3,320	–	–	0.13%	77
2025 Q3	$333K	Buy	+3,320	New	+$323K	0.14%	68

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

Delap Wealth Advisory's IUSV Position: Q2 2026 in Review

Delap Wealth Advisory held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 3,320 shares worth $366K. The position accounts for 0.12% of the portfolio, ranked #72.

Delap Wealth Advisory first reported a position in IUSV in Q3 2025 and has held it in 4 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Delap Wealth Advisory held 3,320 shares of iShares Core S&P US Value ETF worth $366K as of Q2 2026.
Delap Wealth Advisory left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.12% of Delap Wealth Advisory's portfolio in Q2 2026, its #72 holding.
Delap Wealth Advisory first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 4 quarters since.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.