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

Indivisible 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
Q2 		$570K Buy
5,179
+936
+22% +$101K 0.03% 344
2026
Q1 		$434K Buy
4,243
+1
+0% +$105 0.04% 320
2025
Q4 		$435K Buy
+4,242
New +$430K 0.05% 270

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

Indivisible Partners's IUSV Position: Q2 2026 in Review

Indivisible Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 22% in Q2 2026, buying an estimated $101K and bringing the position to 5,179 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #344.

Indivisible Partners first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Indivisible Partners held 5,179 shares of iShares Core S&P US Value ETF worth $570K as of Q2 2026.
  • Indivisible Partners bought 936 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $101K.
  • iShares Core S&P US Value ETF made up 0.03% of Indivisible Partners's portfolio in Q2 2026, its #344 holding.
  • Indivisible Partners first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Indivisible Partners's 13F filing for Q2 2026, filed 4 Aug 2026.