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

Financial Management Professionals’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	$5.95K	Hold	54	–	–	﹤0.01%	657
2026 Q1	$5.52K	Hold	54	–	–	﹤0.01%	611
2025 Q4	$5.54K	Hold	54	–	–	﹤0.01%	614
2025 Q3	$5.4K	Hold	54	–	–	﹤0.01%	594
2025 Q2	$5.11K	Hold	54	–	–	﹤0.01%	624
2025 Q1	$4.98K	Hold	54	–	–	﹤0.01%	636
2024 Q4	$5K	Hold	54	–	–	﹤0.01%	614
2024 Q3	$5K	Hold	54	–	–	﹤0.01%	632
2024 Q2	$5K	Hold	54	–	–	﹤0.01%	590
2024 Q1	$5K	Hold	54	–	–	﹤0.01%	647
2023 Q4	$5K	Hold	54	–	–	﹤0.01%	651
2023 Q3	$4K	Sell	54 -317	-85%	-$24.9K	﹤0.01%	630
2023 Q2	$29K	Buy	371 +317	+587%	+$23.7K	﹤0.01%	343
2023 Q1	$4K	Hold	54	–	–	﹤0.01%	716
2022 Q4	$4K	Hold	54	–	–	﹤0.01%	657
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	683
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	653
2022 Q1	$4K	Hold	54	–	–	﹤0.01%	667
2021 Q4	$4K	Hold	54	–	–	﹤0.01%	614
2021 Q3	$4K	Hold	54	–	–	﹤0.01%	617
2021 Q2	$4K	Hold	54	–	–	﹤0.01%	559
2021 Q1	$4K	Buy	+54	New	+$3.54K	﹤0.01%	503

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 22.96% 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

Financial Management Professionals's IUSV Position: Q2 2026 in Review

Financial Management Professionals held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 54 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Financial Management Professionals first reported a position in IUSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $29K in Q2 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Financial Management Professionals held 54 shares of iShares Core S&P US Value ETF worth $5.95K as of Q2 2026.
Financial Management Professionals left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #657 holding.
Financial Management Professionals first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 22 quarters since.
Financial Management Professionals's iShares Core S&P US Value ETF position peaked at $29K in Q2 2023.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.