EFS
IUSV icon

Essex Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Essex Financial Services’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 		$717K Buy
6,507
+3
+0% +$325 0.04% 391
2026
Q1 		$665K Buy
6,504
+248
+4% +$26K 0.04% 374
2025
Q4 		$641K Buy
6,256
+123
+2% +$12.5K 0.04% 384
2025
Q3 		$613K Sell
6,133
-23
-0.4% -$2.24K 0.04% 376
2025
Q2 		$583K Sell
6,156
-178
-3% -$16.1K 0.04% 378
2025
Q1 		$585K Buy
6,334
+27
+0.4% +$2.53K 0.04% 345
2024
Q4 		$584K Buy
6,307
+1,128
+22% +$108K 0.04% 341
2024
Q3 		$498K Sell
5,179
-6,224
-55% -$572K 0.04% 383
2024
Q2 		$1.02M Buy
11,403
+272
+2% +$24K 0.08% 231
2024
Q1 		$1.01M Hold
11,131
– – 0.09% 209
2023
Q4 		$939K Buy
11,131
+20
+0.2% +$1.56K 0.1% 201
2023
Q3 		$829K Buy
11,111
+200
+2% +$15.7K 0.1% 202
2023
Q2 		$854K Buy
10,911
+718
+7% +$53.6K 0.1% 199
2023
Q1 		$752K Buy
10,193
+1,233
+14% +$90.8K 0.08% 229
2022
Q4 		$632K Sell
8,960
-38
-0.4% -$2.64K 0.07% 242
2022
Q3 		$563K Buy
8,998
+1,695
+23% +$117K 0.07% 235
2022
Q2 		$488K Buy
7,303
+112
+2% +$8.04K 0.05% 274
2022
Q1 		$546K Buy
7,191
+1,063
+17% +$79.7K 0.05% 276
2021
Q4 		$468K Buy
6,128
+951
+18% +$70.5K 0.05% 296
2021
Q3 		$367K Buy
5,177
+1,384
+36% +$101K 0.04% 313
2021
Q2 		$261K Hold
3,793
– – 0.04% 358
2021
Q1 		$261K Buy
+3,793
New +$249K 0.05% 291

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Essex Financial Services's IUSV Position: Q2 2026 in Review

Essex Financial Services increased its iShares Core S&P US Value ETF (IUSV) stake by 0.05% in Q2 2026, buying an estimated $325 and bringing the position to 6,507 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #391.

Essex Financial Services first reported a position in IUSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q2 2024. 649 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Essex Financial Services held 6,507 shares of iShares Core S&P US Value ETF worth $717K as of Q2 2026.
  • Essex Financial Services bought 3 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $325.
  • iShares Core S&P US Value ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #391 holding.
  • Essex Financial Services first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Essex Financial Services's iShares Core S&P US Value ETF position peaked at $1.02M in Q2 2024.
  • 649 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.