Envestnet Portfolio Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Envestnet Portfolio Solutions’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	$210K	Buy	+1,904	New	+$206K	﹤0.01%	1346
2026 Q1	–	Sell	-2,828	Closed	-$290K	–	1401
2025 Q4	$290K	Sell	2,828 -244	-8%	-$24.7K	﹤0.01%	1297
2025 Q3	$307K	Sell	3,072 -310	-9%	-$30.2K	﹤0.01%	1233
2025 Q2	$320K	Sell	3,382 -12,592	-79%	-$1.14M	﹤0.01%	1310
2025 Q1	$1.47M	Buy	15,974 +10,924	+216%	+$1.03M	0.01%	682
2024 Q4	$468K	Sell	5,050 -3,560	-41%	-$342K	﹤0.01%	1280
2024 Q3	$822K	Sell	8,610 -25,301	-75%	-$2.33M	﹤0.01%	972
2024 Q2	$2.99M	Sell	33,911 -22,095	-39%	-$1.95M	0.01%	520
2024 Q1	$5.07M	Buy	56,006 +45,766	+447%	+$3.94M	0.02%	371
2023 Q4	$864K	Buy	10,240 +1,355	+15%	+$106K	﹤0.01%	835
2023 Q3	$663K	Buy	+8,885	New	+$697K	﹤0.01%	874

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 22.9% 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

Envestnet Portfolio Solutions's IUSV Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,904 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in IUSV as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in IUSV in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.07M in Q1 2024. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Envestnet Portfolio Solutions held 1,904 shares of iShares Core S&P US Value ETF worth $210K as of Q2 2026.
iShares Core S&P US Value ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1346 holding.
Envestnet Portfolio Solutions first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's iShares Core S&P US Value ETF position peaked at $5.07M in Q1 2024.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.