Legacy Advisors
IUSV icon

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

Legacy 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
Q3 		$302K Buy
2,743
+226
+9% +$25.6K 0.03% 231
2026
Q2 		$277K Buy
+2,517
New +$272K 0.03% 265
2026
Q1 		– Sell
-2,311
Closed -$237K – 299
2025
Q4 		$237K Buy
+2,311
New +$234K 0.03% 254

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Legacy Advisors's IUSV Position: Q3 2026 in Review

Legacy Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 9% in Q3 2026, buying an estimated $25.6K and bringing the position to 2,743 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #231.

Legacy Advisors first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Legacy Advisors held 2,743 shares of iShares Core S&P US Value ETF worth $302K as of Q3 2026.
  • Legacy Advisors bought 226 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $25.6K.
  • iShares Core S&P US Value ETF made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #231 holding.
  • Legacy Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.