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Heritage Family Offices’s iShares Core S&P US Value ETF IUSV Stock Holding History

Heritage Family Offices’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
Q1 		$290K Hold
2,832
– – 0.13% 147
2025
Q4 		$290K Hold
2,832
– – 0.13% 147
2025
Q3 		$283K Hold
2,832
– – 0.13% 147
2025
Q2 		$259K Hold
2,832
– – 0.13% 143
2025
Q1 		$261K Hold
2,832
– – 0.13% 138
2024
Q4 		$262K Hold
2,832
– – 0.13% 145
2024
Q3 		$270K Hold
2,832
– – 0.14% 144
2024
Q2 		$250K Buy
+2,832
New +$250K 0.14% 140

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Heritage Family Offices's IUSV Position: Q1 2026 in Review

Heritage Family Offices held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,832 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #147.

Heritage Family Offices first reported a position in IUSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $290K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Heritage Family Offices held 2,832 shares of iShares Core S&P US Value ETF worth $290K as of Q1 2026.
  • Heritage Family Offices left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.13% of Heritage Family Offices's portfolio in Q1 2026, its #147 holding.
  • Heritage Family Offices first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Heritage Family Offices's iShares Core S&P US Value ETF position peaked at $290K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.