Legacy Financial Group (Iowa)
IUSV icon

Legacy Financial Group (Iowa)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Legacy Financial Group (Iowa)’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 		$255K Sell
2,313
-11
-0.5% -$1.19K 0.03% 115
2026
Q1 		$238K Sell
2,324
-389
-14% -$40.8K 0.03% 109
2025
Q4 		$291K Sell
2,713
-616
-19% -$62.5K 0.04% 101
2025
Q3 		$333K Sell
3,329
-141,265
-98% -$13.8M 0.04% 96
2025
Q2 		$13.7M Buy
144,594
+24,833
+21% +$2.24M 1.91% 20
2025
Q1 		$11.1M Buy
119,761
+34,038
+40% +$3.19M 1.7% 20
2024
Q4 		$7.94M Buy
85,723
+3,768
+5% +$362K 1.29% 21
2024
Q3 		$7.83M Buy
81,955
+3,344
+4% +$307K 1.51% 20
2024
Q2 		$6.93M Buy
78,611
+2,673
+4% +$236K 1.36% 21
2024
Q1 		$6.87M Buy
+75,938
New +$6.54M 1.39% 20
2023
Q4 		– Sell
-15,974
Closed -$1.19M – 264
2023
Q3 		$1.19M Sell
15,974
-9,066
-36% -$712K 0.28% 45
2023
Q2 		$1.96M Buy
25,040
+7,218
+41% +$539K 0.51% 31
2023
Q1 		$1.31M Sell
17,822
-7,493
-30% -$552K 0.36% 34
2022
Q4 		$1.79M Buy
+25,315
New +$1.76M 0.54% 23

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 Financial Group (Iowa)'s IUSV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.47% in Q2 2026, selling an estimated $1.19K and leaving 2,313 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #115.

Legacy Financial Group (Iowa) first reported a position in IUSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q2 2025. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Legacy Financial Group (Iowa) held 2,313 shares of iShares Core S&P US Value ETF worth $255K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 11 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.19K.
  • iShares Core S&P US Value ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #115 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core S&P US Value ETF position peaked at $13.7M in Q2 2025.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.