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

Foundry Financial Group’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	$9.06M	Buy	82,226 +1,800	+2%	+$195K	3.92%	11
2026 Q1	$8.22M	Buy	80,426 +1,508	+2%	+$158K	4.08%	9
2025 Q4	$8.09M	Buy	78,918 +2,168	+3%	+$220K	4.05%	9
2025 Q3	$7.67M	Buy	76,750 +976	+1%	+$95K	4.03%	9
2025 Q2	$7.17M	Buy	75,774 +1,097	+1%	+$99K	4.08%	8
2025 Q1	$6.89M	Sell	74,677 -1,045	-1%	-$98.1K	4.24%	7
2024 Q4	$7.01M	Sell	75,722 -607	-0.8%	-$58.4K	4.34%	7
2024 Q3	$7.29M	Sell	76,329 -2,764	-3%	-$254K	4.55%	7
2024 Q2	$6.97M	Sell	79,093 -51,808	-40%	-$4.57M	4.8%	7
2024 Q1	$11.8M	Buy	130,901 +2,733	+2%	+$235K	8.45%	1
2023 Q4	$10.8M	Buy	+128,168	New	+$9.98M	9.16%	1

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

Foundry Financial Group's IUSV Position: Q2 2026 in Review

Foundry Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 2.2% in Q2 2026, buying an estimated $195K and bringing the position to 82,226 shares worth $9.06M. The position accounts for 3.92% of the portfolio, ranked #11.

Foundry Financial Group first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q1 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Foundry Financial Group held 82,226 shares of iShares Core S&P US Value ETF worth $9.06M as of Q2 2026.
Foundry Financial Group bought 1,800 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $195K.
iShares Core S&P US Value ETF made up 3.92% of Foundry Financial Group's portfolio in Q2 2026, its #11 holding.
Foundry Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares Core S&P US Value ETF position peaked at $11.8M in Q1 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.