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International Assets Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

International Assets Investment Management’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 		$217K Buy
1,963
+105
+6% +$11.4K 0.01% 840
2026
Q1 		$190K Buy
1,858
+2
+0.1% +$210 0.01% 820
2025
Q4 		$190K Sell
1,856
-248
-12% -$25.1K 0.01% 822
2025
Q3 		$201K Buy
+2,104
New +$205K 0.02% 762
2025
Q2 		– Sell
-3,062
Closed -$283K – 865
2025
Q1 		$283K Buy
+3,062
New +$287K 0.02% 587
2024
Q3 		– Sell
-1,150
Closed -$101K – 2220
2024
Q2 		$101K Buy
+1,150
New +$101K 0.01% 940

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

International Assets Investment Management's IUSV Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Core S&P US Value ETF (IUSV) stake by 5.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,963 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #840.

International Assets Investment Management first reported a position in IUSV in Q2 2024 and has held it in 6 quarters since. The position peaked at $283K in Q1 2025. 649 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • International Assets Investment Management held 1,963 shares of iShares Core S&P US Value ETF worth $217K as of Q2 2026.
  • International Assets Investment Management bought 105 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $11.4K.
  • iShares Core S&P US Value ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #840 holding.
  • International Assets Investment Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 6 quarters since.
  • International Assets Investment Management's iShares Core S&P US Value ETF position peaked at $283K in Q1 2025.
  • 649 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.