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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
Q2 		$312K Hold
2,832
– – 0.12% 145
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 $1.55T 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

Heritage Family Offices's IUSV Position: Q2 2026 in Review

Heritage Family Offices held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,832 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #145.

Heritage Family Offices first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Heritage Family Offices held 2,832 shares of iShares Core S&P US Value ETF worth $312K as of Q2 2026.
  • Heritage Family Offices left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #145 holding.
  • Heritage Family Offices first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.