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

INVST’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	$253K	Hold	2,295	–	–	0.02%	316
2026 Q1	$235K	Buy	+2,295	New	+$241K	0.03%	312

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

INVST's IUSV Position: Q2 2026 in Review

INVST held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,295 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #316.

INVST first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

INVST held 2,295 shares of iShares Core S&P US Value ETF worth $253K as of Q2 2026.
INVST left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.02% of INVST's portfolio in Q2 2026, its #316 holding.
INVST first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.