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Financial Planning Hawaii’s iShares Core S&P US Value ETF IUSV Stock Holding History

Financial Planning Hawaii’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 		$437K Hold
3,966
– – 0.23% 82
2026
Q1 		$406K Hold
3,966
– – 0.24% 87
2025
Q4 		$407K Buy
+3,966
New +$402K 0.23% 88

Other funds holding IUSV

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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Financial Planning Hawaii's IUSV Position: Q2 2026 in Review

Financial Planning Hawaii held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 3,966 shares worth $437K. The position accounts for 0.23% of the portfolio, ranked #82.

Financial Planning Hawaii first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Financial Planning Hawaii held 3,966 shares of iShares Core S&P US Value ETF worth $437K as of Q2 2026.
  • Financial Planning Hawaii left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.23% of Financial Planning Hawaii's portfolio in Q2 2026, its #82 holding.
  • Financial Planning Hawaii first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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