Helen Stephens Group
IUSV icon

Helen Stephens Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Helen Stephens 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
Q3 		$291K Buy
2,636
+11
+0.4% +$1.24K 0.05% 111
2026
Q2 		$289K Buy
2,625
+11
+0.4% +$1.19K 0.05% 112
2026
Q1 		$267K Hold
2,614
– – 0.05% 100
2025
Q4 		$268K Sell
2,614
-103
-4% -$10.4K 0.06% 99
2025
Q3 		$272K Buy
2,717
+103
+4% +$10K 0.06% 93
2025
Q2 		$247K Sell
2,614
-67
-2% -$6.05K 0.06% 77
2025
Q1 		$247K Buy
2,681
+10
+0.4% +$938 0.07% 75
2024
Q4 		$247K Buy
2,671
+23
+0.9% +$2.21K 0.07% 75
2024
Q3 		$253K Buy
2,648
+16
+0.6% +$1.47K 0.08% 78
2024
Q2 		$232K Buy
+2,632
New +$232K 0.08% 76

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Helen Stephens Group's IUSV Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.42% in Q3 2026, buying an estimated $1.24K and bringing the position to 2,636 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #111.

Helen Stephens Group first reported a position in IUSV in Q2 2024 and has held it in 10 quarters since. 536 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Helen Stephens Group held 2,636 shares of iShares Core S&P US Value ETF worth $291K as of Q3 2026.
  • Helen Stephens Group bought 11 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $1.24K.
  • iShares Core S&P US Value ETF made up 0.05% of Helen Stephens Group's portfolio in Q3 2026, its #111 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 10 quarters since.
  • 536 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.