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

Interchange Capital 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 		$840K Sell
7,622
-823
-10% -$89.1K 0.16% 135
2026
Q1 		$779K Sell
8,445
-111
-1% -$11.6K 0.25% 96
2025
Q4 		$877K Buy
8,556
+40
+0.5% +$4.06K 0.16% 122
2025
Q3 		$851K Buy
8,516
+36
+0.4% +$3.5K 0.17% 116
2025
Q2 		$802K Buy
8,480
+35
+0.4% +$3.16K 0.19% 101
2025
Q1 		$779K Buy
8,445
+30
+0.4% +$2.81K 0.22% 94
2024
Q4 		$779K Sell
8,415
-35
-0.4% -$3.37K 0.28% 93
2024
Q3 		$807K Buy
8,450
+44
+0.5% +$4.04K 0.28% 92
2024
Q2 		$741K Buy
8,406
+36
+0.4% +$3.17K 0.27% 96
2024
Q1 		$757K Buy
8,370
+72
+0.9% +$6.2K 0.51% 52
2023
Q4 		$697K Buy
8,298
+69
+0.8% +$5.37K 0.52% 51
2023
Q3 		$614K Sell
8,229
-56
-0.7% -$4.39K 0.49% 52
2023
Q2 		$648K Buy
8,285
+7
+0.1% +$523 0.49% 53
2023
Q1 		$611K Buy
8,278
+36
+0.4% +$2.65K 0.33% 76
2022
Q4 		$582K Buy
8,242
+45
+0.5% +$3.13K 0.59% 41
2022
Q3 		$513K Buy
8,197
+16
+0.2% +$1.1K 0.56% 45
2022
Q2 		$547K Buy
8,181
+16
+0.2% +$1.15K 0.62% 45
2022
Q1 		$619K Buy
8,165
+34
+0.4% +$2.55K 0.64% 40
2021
Q4 		$620K Buy
+8,131
New +$603K 0.62% 43
2021
Q2 		– Sell
-8,187
Closed -$1.06M – 154
2021
Q1 		$1.06M Buy
8,187
+1,084
+15% +$71.1K 0.57% 47
2020
Q4 		$441K Buy
+7,103
New +$416K 0.24% 113

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

Interchange Capital Partners's IUSV Position: Q2 2026 in Review

Interchange Capital Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 9.7% in Q2 2026, selling an estimated $89.1K and leaving 7,622 shares worth $840K. The position accounts for 0.16% of the portfolio, ranked #135.

Interchange Capital Partners first reported a position in IUSV in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.06M in Q1 2021. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Interchange Capital Partners held 7,622 shares of iShares Core S&P US Value ETF worth $840K as of Q2 2026.
  • Interchange Capital Partners sold 823 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $89.1K.
  • iShares Core S&P US Value ETF made up 0.16% of Interchange Capital Partners's portfolio in Q2 2026, its #135 holding.
  • Interchange Capital Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 21 quarters since.
  • Interchange Capital Partners's iShares Core S&P US Value ETF position peaked at $1.06M in Q1 2021.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.