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 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

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

Jamison Private Wealth Management's IUSV Position: Q2 2026 in Review

Jamison Private Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 5,971 shares worth $658K. The position accounts for 0.07% of the portfolio, ranked #145.

Jamison Private Wealth Management first reported a position in IUSV in Q2 2025 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Jamison Private Wealth Management held 5,971 shares of iShares Core S&P US Value ETF worth $658K as of Q2 2026.
Jamison Private Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #145 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 5 quarters since.
813 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.