JFG
IUSV icon

JMG Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

JMG Financial Group’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 		$441K Buy
+4,001
New +$433K 0.01% 101
2023
Q4 		– Sell
-2,805
Closed -$209K – 121
2023
Q3 		$209K Buy
+2,805
New +$220K 0.01% 106

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 22.9% 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

JMG Financial Group's IUSV Position: Q2 2026 in Review

JMG Financial Group opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 4,001 shares worth $441K. The stake represents 0.01% of the portfolio and ranks #101 among its holdings. This is a return to the name: JMG Financial Group previously reported a position in IUSV as recently as Q3 2023.

JMG Financial Group first reported a position in IUSV in Q3 2023 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • JMG Financial Group held 4,001 shares of iShares Core S&P US Value ETF worth $441K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new JMG Financial Group position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #101 holding.
  • JMG Financial Group first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.