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HB Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

HB Wealth Management’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 		$1.25M Buy
11,349
+3,092
+37% +$335K 0.01% 650
2026
Q1 		$844K Sell
8,257
-282
-3% -$29.6K 0.01% 734
2025
Q4 		$876K Buy
8,539
+1,836
+27% +$186K 0.01% 678
2025
Q3 		$670K Buy
6,703
+3,571
+114% +$348K ﹤0.01% 734
2025
Q2 		$296K Sell
3,132
-2,690
-46% -$243K ﹤0.01% 943
2025
Q1 		$537K Sell
5,822
-393
-6% -$36.9K ﹤0.01% 738
2024
Q4 		$575K Buy
6,215
+3,092
+99% +$297K 0.01% 571
2024
Q3 		$298K Buy
3,123
+5
+0.2% +$460 ﹤0.01% 763
2024
Q2 		$275K Hold
3,118
– – ﹤0.01% 749
2024
Q1 		$282K Hold
3,118
– – ﹤0.01% 679
2023
Q4 		$263K Sell
3,118
-119
-4% -$9.27K ﹤0.01% 656
2023
Q3 		$242K Buy
3,237
+119
+4% +$9.34K ﹤0.01% 640
2023
Q2 		$244K Hold
3,118
– – ﹤0.01% 608
2023
Q1 		$230K Buy
+3,118
New +$230K ﹤0.01% 631

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

HB Wealth Management's IUSV Position: Q2 2026 in Review

HB Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 37% in Q2 2026, buying an estimated $335K and bringing the position to 11,349 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #650.

HB Wealth Management first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • HB Wealth Management held 11,349 shares of iShares Core S&P US Value ETF worth $1.25M as of Q2 2026.
  • HB Wealth Management bought 3,092 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $335K.
  • iShares Core S&P US Value ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #650 holding.
  • HB Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.