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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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Helen Stephens Group's IUSV Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.42% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,625 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #112.

Helen Stephens Group first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. 371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Helen Stephens Group held 2,625 shares of iShares Core S&P US Value ETF worth $289K as of Q2 2026.
  • Helen Stephens Group bought 11 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.19K.
  • iShares Core S&P US Value ETF made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #112 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.