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DHJJ Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

DHJJ Financial Advisors’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 		$52.4K Hold
476
– – 0.02% 408
2026
Q1 		$48.7K Buy
+476
New +$49.9K 0.02% 403

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

DHJJ Financial Advisors's IUSV Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 476 shares worth $52.4K. The position accounts for 0.02% of the portfolio, ranked #408.

DHJJ Financial Advisors first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • DHJJ Financial Advisors held 476 shares of iShares Core S&P US Value ETF worth $52.4K as of Q2 2026.
  • DHJJ Financial Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #408 holding.
  • DHJJ Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.