BFC Planning, Inc.’s iShares Core S&P US Value ETF IUSV Stock Holding History

BFC Planning, Inc.’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	$2.53M	Sell	22,977 -1,082	-4%	-$117K	0.1%	203
2026 Q1	$2.46M	Buy	24,059 +480	+2%	+$50.3K	0.11%	186
2025 Q4	$2.42M	Buy	23,579 +23,436	+16,389%	+$2.38M	0.11%	183
2025 Q3	$14.3K	Buy	143 +1	+0.7%	+$97	﹤0.01%	1743
2025 Q2	$13.5K	Hold	142	–	–	﹤0.01%	1675
2025 Q1	$13.1K	Buy	142 +1	+0.7%	+$94	﹤0.01%	1649
2024 Q4	$13.1K	Buy	+141	New	+$13.6K	﹤0.01%	1645

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

BFC Planning, Inc.'s IUSV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.5% in Q2 2026, selling an estimated $117K and leaving 22,977 shares worth $2.53M. The position accounts for 0.1% of the portfolio, ranked #203.

BFC Planning, Inc. first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

BFC Planning, Inc. held 22,977 shares of iShares Core S&P US Value ETF worth $2.53M as of Q2 2026.
BFC Planning, Inc. sold 1,082 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $117K.
iShares Core S&P US Value ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #203 holding.
BFC Planning, Inc. first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.