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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
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

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

Legacy Advisors's IUSV Position: Q2 2026 in Review

Legacy Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 2,517 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in IUSV as recently as Q4 2025.

Legacy Advisors first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Legacy Advisors held 2,517 shares of iShares Core S&P US Value ETF worth $277K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Legacy Advisors position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #265 holding.
  • Legacy Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.