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

JPL 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 		$16.3K Hold
148
– – ﹤0.01% 474
2026
Q1 		$15.1K Buy
+148
New +$15.5K ﹤0.01% 443
2025
Q4 		– Sell
-148
Closed -$14.8K – 620
2025
Q3 		$14.8K Buy
+148
New +$14.4K ﹤0.01% 465

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

JPL Wealth Management's IUSV Position: Q2 2026 in Review

JPL Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 148 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

JPL Wealth Management first reported a position in IUSV in Q3 2025 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • JPL Wealth Management held 148 shares of iShares Core S&P US Value ETF worth $16.3K as of Q2 2026.
  • JPL 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 ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #474 holding.
  • JPL Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.