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Holistic Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Holistic Planning’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 		$1.81M Sell
16,398
-171
-1% -$18.5K 0.28% 84
2026
Q1 		$1.69M Sell
16,569
-55
-0.3% -$5.77K 0.34% 65
2025
Q4 		$1.7M Sell
16,624
-942
-5% -$95.5K 0.36% 58
2025
Q3 		$1.76M Buy
17,566
+116
+0.7% +$11.3K 0.46% 44
2025
Q2 		$1.65M Hold
17,450
– – 0.47% 41
2025
Q1 		$1.61M Hold
17,450
– – 0.55% 36
2024
Q4 		$1.62M Sell
17,450
-2,905
-14% -$279K 0.59% 36
2024
Q3 		$1.94M Buy
20,355
+5
+0% +$460 0.82% 25
2024
Q2 		$1.84M Sell
20,350
-700
-3% -$61.7K 1.41% 21
2024
Q1 		$1.9M Sell
21,050
-1,164
-5% -$100K 1.45% 19
2023
Q4 		$1.87M Buy
+22,214
New +$1.73M 1.58% 17

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

Holistic Planning's IUSV Position: Q2 2026 in Review

Holistic Planning reduced its iShares Core S&P US Value ETF (IUSV) stake by 1% in Q2 2026, selling an estimated $18.5K and leaving 16,398 shares worth $1.81M. The position accounts for 0.28% of the portfolio, ranked #84.

Holistic Planning first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Holistic Planning held 16,398 shares of iShares Core S&P US Value ETF worth $1.81M as of Q2 2026.
  • Holistic Planning sold 171 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $18.5K.
  • iShares Core S&P US Value ETF made up 0.28% of Holistic Planning's portfolio in Q2 2026, its #84 holding.
  • Holistic Planning first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's iShares Core S&P US Value ETF position peaked at $1.94M in Q3 2024.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.