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

Dynamic 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	$695K	Buy	6,310 +637	+11%	+$68.9K	0.52%	26
2026 Q1	$580K	Buy	5,673 +1	+0%	+$105	0.47%	31
2025 Q4	$582K	Sell	5,672 -139	-2%	-$14.1K	0.5%	31
2025 Q3	$581K	Buy	5,811 +128	+2%	+$12.5K	0.5%	26
2025 Q2	$538K	Buy	5,683 +622	+12%	+$56.1K	0.52%	27
2025 Q1	$467K	Hold	5,061	–	–	0.47%	23
2024 Q4	$469K	Buy	+5,061	New	+$487K	0.48%	23

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

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

Dynamic Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 11% in Q2 2026, buying an estimated $68.9K and bringing the position to 6,310 shares worth $695K. The position accounts for 0.52% of the portfolio, ranked #26.

Dynamic Financial Group first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Dynamic Financial Group held 6,310 shares of iShares Core S&P US Value ETF worth $695K as of Q2 2026.
Dynamic Financial Group bought 637 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $68.9K.
iShares Core S&P US Value ETF made up 0.52% of Dynamic Financial Group's portfolio in Q2 2026, its #26 holding.
Dynamic Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.