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IUSV icon

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

Finley Financial’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 		$70.5K Hold
640
– – 0.03% 97
2026
Q1 		$65.4K Hold
640
– – 0.03% 92
2025
Q4 		$65.6K Hold
640
– – 0.03% 95
2025
Q3 		$64K Hold
640
– – 0.03% 95
2025
Q2 		$60.6K Hold
640
– – 0.03% 96
2025
Q1 		$56.8K Hold
640
– – 0.03% 94
2024
Q4 		$59.9K Buy
+640
New +$61.6K 0.03% 94

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
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

Finley Financial's IUSV Position: Q2 2026 in Review

Finley Financial held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 640 shares worth $70.5K. The position accounts for 0.03% of the portfolio, ranked #97.

Finley Financial first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Finley Financial held 640 shares of iShares Core S&P US Value ETF worth $70.5K as of Q2 2026.
  • Finley Financial left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.03% of Finley Financial's portfolio in Q2 2026, its #97 holding.
  • Finley Financial first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.