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

JMN Financial’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 		$220K Sell
1,994
-49
-2% -$5.3K 0.17% 189
2026
Q1 		$209K Buy
2,043
+82
+4% +$8.6K 0.21% 177
2025
Q4 		$201K Buy
+1,961
New +$199K 0.2% 184

Other funds holding IUSV

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JMN Financial's IUSV Position: Q2 2026 in Review

JMN Financial reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.4% in Q2 2026, selling an estimated $5.3K and leaving 1,994 shares worth $220K. The position accounts for 0.17% of the portfolio, ranked #189.

JMN Financial first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 779 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • JMN Financial held 1,994 shares of iShares Core S&P US Value ETF worth $220K as of Q2 2026.
  • JMN Financial sold 49 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $5.3K.
  • iShares Core S&P US Value ETF made up 0.17% of JMN Financial's portfolio in Q2 2026, its #189 holding.
  • JMN Financial first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 779 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.