Jamison Private Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Jamison Private Wealth 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 Q3	$659K	Hold	5,971	–	–	0.07%	147
2026 Q2	$658K	Hold	5,971	–	–	0.07%	145
2026 Q1	$611K	Hold	5,971	–	–	0.07%	139
2025 Q4	$612K	Hold	5,971	–	–	0.07%	143
2025 Q3	$597K	Buy	5,971 +28	+0.5%	+$2.73K	0.08%	143
2025 Q2	$562K	Buy	+5,943	New	+$536K	0.08%	138

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Jamison Private Wealth Management's IUSV Position: Q3 2026 in Review

Jamison Private Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 5,971 shares worth $659K. The position accounts for 0.07% of the portfolio, ranked #147.

Jamison Private Wealth Management first reported a position in IUSV in Q2 2025 and has held it in 6 quarters since. 545 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Jamison Private Wealth Management held 5,971 shares of iShares Core S&P US Value ETF worth $659K as of Q3 2026.
Jamison Private Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
iShares Core S&P US Value ETF made up 0.07% of Jamison Private Wealth Management's portfolio in Q3 2026, its #147 holding.
Jamison Private Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 6 quarters since.
545 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.