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

Ipswich 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 		$1.58M Sell
14,365
-440
-3% -$47.6K 0.33% 65
2026
Q1 		$1.51M Buy
+14,805
New +$1.55M 0.36% 64

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

Ipswich Investment Management's IUSV Position: Q2 2026 in Review

Ipswich Investment Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 3% in Q2 2026, selling an estimated $47.6K and leaving 14,365 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #65.

Ipswich Investment Management 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.

  • Ipswich Investment Management held 14,365 shares of iShares Core S&P US Value ETF worth $1.58M as of Q2 2026.
  • Ipswich Investment Management sold 440 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $47.6K.
  • iShares Core S&P US Value ETF made up 0.33% of Ipswich Investment Management's portfolio in Q2 2026, its #65 holding.
  • Ipswich Investment Management 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 Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.