Focus Partners Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Focus Partners Wealth’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	$43.8M	Sell	397,894 -20,768	-5%	-$2.25M	0.04%	338
2026 Q1	$42.8M	Sell	418,662 -30,215	-7%	-$3.17M	0.05%	321
2025 Q4	$45.9M	Buy	448,877 +55,245	+14%	+$5.6M	0.05%	304
2025 Q3	$39.3M	Sell	393,632 -8,637	-2%	-$841K	0.06%	253
2025 Q2	$38.1M	Sell	402,269 -10,933	-3%	-$987K	0.08%	229
2025 Q1	$38.1M	Buy	413,202 +1,254	+0.3%	+$118K	0.1%	212
2024 Q4	$38.1M	Sell	411,948 -21,713	-5%	-$2.09M	0.1%	199
2024 Q3	$41.4M	Sell	433,661 -332,153	-43%	-$30.5M	0.13%	168
2024 Q2	$67.5M	Buy	765,814 +392,642	+105%	+$34.6M	0.23%	104
2024 Q1	$33.8M	Buy	373,172 +7,422	+2%	+$639K	0.27%	92
2023 Q4	$30.8M	Buy	+365,750	New	+$28.5M	0.4%	62

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

Focus Partners Wealth's IUSV Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Core S&P US Value ETF (IUSV) stake by 5% in Q2 2026, selling an estimated $2.25M and leaving 397,894 shares worth $43.8M. The position accounts for 0.04% of the portfolio, ranked #338.

Focus Partners Wealth first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $67.5M in Q2 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Focus Partners Wealth held 397,894 shares of iShares Core S&P US Value ETF worth $43.8M as of Q2 2026.
Focus Partners Wealth sold 20,768 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.25M.
iShares Core S&P US Value ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #338 holding.
Focus Partners Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares Core S&P US Value ETF position peaked at $67.5M in Q2 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.