HWMT
IUSV icon

Heritage Wealth Management (Texas)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Heritage Wealth Management (Texas)’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 		$318K Sell
2,885
-329
-10% -$35.6K 0.12% 30
2026
Q1 		$329K Hold
3,214
– – 0.14% 27
2025
Q4 		$330K Hold
3,214
– – 0.14% 28
2025
Q3 		$321K Sell
3,214
-12
-0.4% -$1.17K 0.14% 28
2025
Q2 		$305K Buy
+3,226
New +$291K 0.15% 27

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 22.96% 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 Wealth Management (Texas)'s IUSV Position: Q2 2026 in Review

Heritage Wealth Management (Texas) reduced its iShares Core S&P US Value ETF (IUSV) stake by 10% in Q2 2026, selling an estimated $35.6K and leaving 2,885 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #30.

Heritage Wealth Management (Texas) first reported a position in IUSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $330K in Q4 2025. 813 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Heritage Wealth Management (Texas) held 2,885 shares of iShares Core S&P US Value ETF worth $318K as of Q2 2026.
  • Heritage Wealth Management (Texas) sold 329 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $35.6K.
  • iShares Core S&P US Value ETF made up 0.12% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #30 holding.
  • Heritage Wealth Management (Texas) first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Heritage Wealth Management (Texas)'s iShares Core S&P US Value ETF position peaked at $330K in Q4 2025.
  • 813 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.