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

Larson 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 		$242K Buy
2,195
+8
+0.4% +$866 0.01% 774
2026
Q1 		$224K Buy
2,187
+5
+0.2% +$524 0.01% 685
2025
Q4 		$224K Buy
2,182
+693
+47% +$70.3K 0.01% 669
2025
Q3 		$149K Buy
1,489
+22
+1% +$2.14K 0.01% 772
2025
Q2 		$139K Sell
1,467
-27
-2% -$2.44K 0.01% 747
2025
Q1 		$138K Buy
1,494
+39
+3% +$3.66K 0.01% 704
2024
Q4 		$135K Buy
1,455
+8
+0.6% +$769 0.01% 661
2024
Q3 		$138K Sell
1,447
-539
-27% -$49.6K 0.01% 663
2024
Q2 		$175K Buy
1,986
+899
+83% +$79.2K 0.01% 513
2024
Q1 		$98.3K Buy
1,087
+5
+0.5% +$430 0.01% 545
2023
Q4 		$91.2K Sell
1,082
-40
-4% -$3.12K 0.01% 505
2023
Q3 		$83.7K Buy
1,122
+94
+9% +$7.38K 0.01% 486
2023
Q2 		$80.5K Hold
1,028
– – 0.01% 453
2023
Q1 		$75.8K Sell
1,028
-86
-8% -$6.33K 0.01% 469
2022
Q4 		$78.7K Hold
1,114
– – 0.01% 438
2022
Q3 		$70K Hold
1,114
– – 0.01% 398
2022
Q2 		$75K Sell
1,114
-3,539
-76% -$254K 0.01% 294
2022
Q1 		$353K Buy
4,653
+3,511
+307% +$263K 0.06% 139
2021
Q4 		$87K Buy
1,142
+28
+3% +$2.08K 0.01% 296
2021
Q3 		$79K Buy
1,114
+943
+551% +$68.5K 0.02% 235
2021
Q2 		$12K Hold
171
– – ﹤0.01% 520
2021
Q1 		$12K Hold
171
– – ﹤0.01% 504
2020
Q4 		$11K Hold
171
– – ﹤0.01% 481
2020
Q3 		$9K Buy
+171
New +$9.35K ﹤0.01% 448

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

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

Larson Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.37% in Q2 2026, buying an estimated $866 and bringing the position to 2,195 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #774.

Larson Financial Group first reported a position in IUSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $353K in Q1 2022. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Larson Financial Group held 2,195 shares of iShares Core S&P US Value ETF worth $242K as of Q2 2026.
  • Larson Financial Group bought 8 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $866.
  • iShares Core S&P US Value ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #774 holding.
  • Larson Financial Group first reported a position in iShares Core S&P US Value ETF in Q3 2020 and has held it in 24 quarters since.
  • Larson Financial Group's iShares Core S&P US Value ETF position peaked at $353K in Q1 2022.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.