Highline Wealth Partners
IUSV icon

Highline Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Highline Wealth Partners’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 		$3.09K Hold
28
– – ﹤0.01% 1051
2026
Q2 		$3.08K Hold
28
– – ﹤0.01% 1020
2026
Q1 		$2.86K Hold
28
– – ﹤0.01% 923
2025
Q4 		$2.87K Buy
+28
New +$2.84K ﹤0.01% 762

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Highline Wealth Partners's IUSV Position: Q3 2026 in Review

Highline Wealth Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 28 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Highline Wealth Partners first reported a position in IUSV in Q4 2025 and has held it in 4 quarters since. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Highline Wealth Partners held 28 shares of iShares Core S&P US Value ETF worth $3.09K as of Q3 2026.
  • Highline Wealth Partners left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1051 holding.
  • Highline Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.