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Glass Jacobson Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Glass Jacobson Investment Advisors’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 		$137K Buy
1,241
+3
+0.2% +$325 0.04% 228
2026
Q1 		$127K Buy
1,238
+293
+31% +$30.7K 0.04% 232
2025
Q4 		$96.9K Buy
945
+165
+21% +$16.7K 0.03% 243
2025
Q3 		$78K Buy
780
+3
+0.4% +$292 0.03% 261
2025
Q2 		$73.5K Sell
777
-64
-8% -$5.78K 0.03% 254
2025
Q1 		$77.9K Hold
841
– – 0.03% 323
2024
Q4 		$77.9K Buy
841
+162
+24% +$15.6K 0.03% 323
2024
Q3 		$64.8K Buy
679
+186
+38% +$17.1K 0.02% 326
2024
Q2 		$43.4K Buy
493
+61
+14% +$5.38K 0.02% 362
2024
Q1 		$39.1K Buy
432
+175
+68% +$15.1K 0.01% 381
2023
Q4 		$21.7K Sell
257
-119
-32% -$9.27K 0.01% 434
2023
Q3 		$28.1K Sell
376
-114
-23% -$8.95K 0.01% 385
2023
Q2 		$38.4K Buy
+490
New +$36.6K 0.02% 356
2022
Q4 		$33K Buy
+467
New +$32.5K 0.02% 376

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

Glass Jacobson Investment Advisors's IUSV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.24% in Q2 2026, buying an estimated $325 and bringing the position to 1,241 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #228.

Glass Jacobson Investment Advisors first reported a position in IUSV in Q4 2022 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,241 shares of iShares Core S&P US Value ETF worth $137K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 3 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $325.
  • iShares Core S&P US Value ETF made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #228 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.