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Howe & Rusling’s iShares Core S&P US Value ETF IUSV Stock Holding History

Howe & Rusling’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
2021
Q3 		– Sell
-3,100
Closed -$223K – 1004
2021
Q2 		$223K Buy
+3,100
New +$223K 0.03% 174

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 $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Howe & Rusling's IUSV Position: Q1 2026 in Review

Howe & Rusling increased its iShares Core S&P US Value ETF (IUSV) stake by 2.7% in Q1 2026, buying an estimated $993K and bringing the position to 358,791 shares worth $36.7M. The position accounts for 2.39% of the portfolio, ranked #10.

Howe & Rusling first reported a position in IUSV in Q2 2018 and has held it in 32 quarters since. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Howe & Rusling held 358,791 shares of iShares Core S&P US Value ETF worth $36.7M as of Q1 2026.
  • Howe & Rusling bought 9,474 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $993K.
  • iShares Core S&P US Value ETF made up 2.39% of Howe & Rusling's portfolio in Q1 2026, its #10 holding.
  • Howe & Rusling first reported a position in iShares Core S&P US Value ETF in Q2 2018 and has held it in 32 quarters since.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.