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JFS Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

JFS Wealth Advisors’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 		$1.03M Sell
9,391
-673
-7% -$72.8K 0.05% 165
2026
Q1 		$1.03M Buy
10,064
+3
+0% +$315 0.06% 162
2025
Q4 		$1.03M Sell
10,061
-46
-0.5% -$4.66K 0.06% 160
2025
Q3 		$1.01M Sell
10,107
-1,371
-12% -$133K 0.06% 165
2025
Q2 		$1.09M Sell
11,478
-511
-4% -$46.1K 0.07% 146
2025
Q1 		$1.11M Buy
11,989
+1,520
+15% +$143K 0.07% 143
2024
Q4 		$969K Hold
10,469
– – 0.07% 141
2024
Q3 		$1,000K Hold
10,469
– – 0.07% 148
2024
Q2 		$923K Hold
10,469
– – 0.07% 117
2024
Q1 		$947K Hold
10,469
– – 0.08% 119
2023
Q4 		$883K Hold
10,469
– – 0.08% 112
2023
Q3 		$781K Hold
10,469
– – 0.07% 122
2023
Q2 		$819K Hold
10,469
– – 0.07% 122
2023
Q1 		$772K Sell
10,469
-301
-3% -$22.2K 0.07% 123
2022
Q4 		$761K Hold
10,770
– – 0.07% 125
2022
Q3 		$674K Sell
10,770
-37
-0.3% -$2.55K 0.07% 128
2022
Q2 		$723K Hold
10,807
– – 0.08% 121
2022
Q1 		$820K Buy
10,807
+1,856
+21% +$139K 0.08% 127
2021
Q4 		$683K Hold
8,951
– – 0.06% 140
2021
Q3 		$634K Buy
+8,951
New +$650K 0.07% 136

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

JFS Wealth Advisors's IUSV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 6.7% in Q2 2026, selling an estimated $72.8K and leaving 9,391 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #165.

JFS Wealth Advisors first reported a position in IUSV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2025. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • JFS Wealth Advisors held 9,391 shares of iShares Core S&P US Value ETF worth $1.03M as of Q2 2026.
  • JFS Wealth Advisors sold 673 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $72.8K.
  • iShares Core S&P US Value ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • JFS Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's iShares Core S&P US Value ETF position peaked at $1.11M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.