FWI
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Facet Wealth Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Facet Wealth Inc’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 		$616K Buy
+5,596
New +$606K 0.01% 180

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 22.96% 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

Facet Wealth Inc's IUSV Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 5,596 shares worth $616K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings.

807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Facet Wealth Inc held 5,596 shares of iShares Core S&P US Value ETF worth $616K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Facet Wealth Inc position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #180 holding.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.