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IUSV icon

Family Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Family Management’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 		$3.45M Buy
31,284
+327
+1% +$35.4K 0.35% 66
2026
Q1 		$3.17M Buy
30,957
+482
+2% +$50.5K 0.38% 65
2025
Q4 		$3.12M Sell
30,475
-540
-2% -$54.8K 0.39% 68
2025
Q3 		$3.1M Sell
31,015
-68
-0.2% -$6.62K 0.43% 64
2025
Q2 		$2.94M Sell
31,083
-2,329
-7% -$210K 0.44% 61
2025
Q1 		$3.08M Sell
33,412
-584
-2% -$54.8K 0.5% 53
2024
Q4 		$3.15M Sell
33,996
-5,438
-14% -$523K 0.51% 48
2024
Q3 		$3.77M Sell
39,434
-989
-2% -$90.9K 0.62% 43
2024
Q2 		$3.56M Sell
40,423
-566
-1% -$49.9K 0.63% 44
2024
Q1 		$3.71M Sell
40,989
-532
-1% -$45.8K 0.68% 42
2023
Q4 		$3.5M Sell
41,521
-8,090
-16% -$630K 0.73% 31
2023
Q3 		$3.7M Sell
49,611
-299
-0.6% -$23.5K 0.84% 27
2023
Q2 		$3.91M Sell
49,910
-8,865
-15% -$662K 0.86% 29
2023
Q1 		$4.34M Sell
58,775
-9,807
-14% -$722K 1% 28
2022
Q4 		$4.84M Sell
68,582
-5,629
-8% -$391K 1.18% 24
2022
Q3 		$4.65M Sell
74,211
-1,479
-2% -$102K 1.2% 22
2022
Q2 		$5.06M Sell
75,690
-2,237
-3% -$161K 1.36% 21
2022
Q1 		$5.91M Buy
77,927
+1,153
+2% +$86.4K 1.64% 15
2021
Q4 		$5.86M Sell
76,774
-4,225
-5% -$313K 1.52% 17
2021
Q3 		$5.74M Sell
80,999
-6,543
-7% -$475K 1.58% 18
2021
Q2 		$6.3M Sell
87,542
-21,958
-20% -$1.58M 1.67% 15
2021
Q1 		$7.54M Buy
109,500
+43,664
+66% +$2.86M 2.37% 11
2020
Q4 		$4.09M Buy
65,836
+36,793
+127% +$2.16M 1.4% 23
2020
Q3 		$1.58M Buy
+29,043
New +$1.59M 0.69% 40
2020
Q2 		– Sell
-2,935
Closed -$136K – 164
2020
Q1 		$136K Buy
2,935
+1,300
+80% +$74.8K 0.07% 136
2019
Q4 		$103K Buy
1,635
+267
+20% +$16.1K 0.04% 165
2019
Q3 		$79K Hold
1,368
– – 0.03% 157
2019
Q2 		$77K Buy
+1,368
New +$76.2K 0.03% 151

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

Family Management's IUSV Position: Q2 2026 in Review

Family Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.1% in Q2 2026, buying an estimated $35.4K and bringing the position to 31,284 shares worth $3.45M. The position accounts for 0.35% of the portfolio, ranked #66.

Family Management first reported a position in IUSV in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.54M in Q1 2021. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Family Management held 31,284 shares of iShares Core S&P US Value ETF worth $3.45M as of Q2 2026.
  • Family Management bought 327 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $35.4K.
  • iShares Core S&P US Value ETF made up 0.35% of Family Management's portfolio in Q2 2026, its #66 holding.
  • Family Management first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Family Management's iShares Core S&P US Value ETF position peaked at $7.54M in Q1 2021.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.