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

Legacy Edge 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 		$501K Buy
+5,297
New +$573K 0.07% 118

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Legacy Edge Advisors's IUSV Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 5,297 shares worth $501K. The stake represents 0.07% of the portfolio and ranks #118 among its holdings.

569 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Legacy Edge Advisors held 5,297 shares of iShares Core S&P US Value ETF worth $501K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Legacy Edge Advisors position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #118 holding.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.