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Harbor Asset Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Harbor Asset Planning’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 		$9.9K Hold
90
– – 0.01% 349
2026
Q1 		$9.15K Buy
90
+1
+1% +$105 0.01% 346
2025
Q4 		$9.14K Hold
89
– – 0.01% 341
2025
Q3 		$8.87K Buy
89
+1
+1% +$97 0.01% 325
2025
Q2 		$8.35K Buy
+88
New +$7.94K 0.01% 328

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Harbor Asset Planning's IUSV Position: Q2 2026 in Review

Harbor Asset Planning held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 90 shares worth $9.9K. The position accounts for 0.01% of the portfolio, ranked #349.

Harbor Asset Planning first reported a position in IUSV in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Harbor Asset Planning held 90 shares of iShares Core S&P US Value ETF worth $9.9K as of Q2 2026.
  • Harbor Asset Planning left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #349 holding.
  • Harbor Asset Planning first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.