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ERn Financial LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

ERn Financial LLC’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 		$975K Buy
8,851
+97
+1% +$10.5K 0.16% 87
2026
Q1 		$895K Buy
8,754
+49
+0.6% +$5.14K 0.17% 81
2025
Q4 		$893K Buy
8,705
+639
+8% +$64.8K 0.17% 84
2025
Q3 		$806K Buy
8,066
+238
+3% +$23.2K 0.16% 81
2025
Q2 		$741K Buy
7,828
+1
+0% +$90 0.16% 84
2025
Q1 		$722K Sell
7,827
-728
-9% -$68.3K 0.11% 115
2024
Q4 		$792K Sell
8,555
-83
-1% -$7.98K 0.12% 116
2024
Q3 		$825K Sell
8,638
-516
-6% -$47.4K 0.13% 110
2024
Q2 		$807K Sell
9,154
-376
-4% -$33.1K 0.13% 108
2024
Q1 		$862K Buy
9,530
+64
+0.7% +$5.51K 0.15% 100
2023
Q4 		$786K Buy
9,466
+334
+4% +$26K 0.15% 99
2023
Q3 		$681K Sell
9,132
-551
-6% -$43.2K 0.15% 103
2023
Q2 		$758K Sell
9,683
-82
-0.8% -$6.12K 0.16% 102
2023
Q1 		$720K Buy
9,765
+551
+6% +$40.6K 0.16% 99
2022
Q4 		$651K Buy
9,214
+448
+5% +$31.2K 0.15% 102
2022
Q3 		$549K Sell
8,766
-673
-7% -$46.5K 0.14% 102
2022
Q2 		$631K Sell
9,439
-8,690
-48% -$624K 0.15% 96
2022
Q1 		$1.38M Sell
18,129
-1,025
-5% -$76.8K 0.3% 66
2021
Q4 		$1.46M Buy
19,154
+2,630
+16% +$195K 0.33% 70
2021
Q3 		$1.17M Buy
16,524
+4,463
+37% +$324K 0.3% 62
2021
Q2 		$868K Buy
12,061
+107
+0.9% +$7.7K 0.31% 55
2021
Q1 		$824K Buy
11,954
+1,095
+10% +$71.8K 0.32% 50
2020
Q4 		$675K Buy
10,859
+2,135
+24% +$125K 0.28% 52
2020
Q3 		$474K Buy
8,724
+538
+7% +$29.4K 0.22% 53
2020
Q2 		$428K Sell
8,186
-349
-4% -$17.8K 0.22% 53
2020
Q1 		$394K Buy
+8,535
New +$491K 0.26% 45

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ERn Financial LLC's IUSV Position: Q2 2026 in Review

ERn Financial LLC increased its iShares Core S&P US Value ETF (IUSV) stake by 1.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 8,851 shares worth $975K. The position accounts for 0.16% of the portfolio, ranked #87.

ERn Financial LLC first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.46M in Q4 2021. 371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • ERn Financial LLC held 8,851 shares of iShares Core S&P US Value ETF worth $975K as of Q2 2026.
  • ERn Financial LLC bought 97 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Core S&P US Value ETF made up 0.16% of ERn Financial LLC's portfolio in Q2 2026, its #87 holding.
  • ERn Financial LLC first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • ERn Financial LLC's iShares Core S&P US Value ETF position peaked at $1.46M in Q4 2021.
  • 371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.