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

Legacy Solutions LLC’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 		$8.14M Buy
73,844
+2,724
+4% +$308K 6.22% 4
2026
Q2 		$7.83M Buy
71,120
+447
+0.6% +$48.4K 6.34% 5
2026
Q1 		$7.23M Sell
70,673
-4,158
-6% -$436K 6.7% 3
2025
Q4 		$7.67M Buy
74,831
+1,152
+2% +$117K 6.74% 4
2025
Q3 		$7.36M Buy
73,679
+271
+0.4% +$26.4K 6.62% 4
2025
Q2 		$6.95M Buy
73,408
+1,423
+2% +$128K 6.66% 4
2025
Q1 		$6.64M Buy
71,985
+2,250
+3% +$211K 7.32% 3
2024
Q4 		$6.46M Buy
+69,735
New +$6.71M 7.04% 4

Other funds holding IUSV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Legacy Solutions LLC's IUSV Position: Q3 2026 in Review

Legacy Solutions LLC increased its iShares Core S&P US Value ETF (IUSV) stake by 3.8% in Q3 2026, buying an estimated $308K and bringing the position to 73,844 shares worth $8.14M. The position accounts for 6.22% of the portfolio, ranked #4.

Legacy Solutions LLC first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Legacy Solutions LLC held 73,844 shares of iShares Core S&P US Value ETF worth $8.14M as of Q3 2026.
  • Legacy Solutions LLC bought 2,724 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $308K.
  • iShares Core S&P US Value ETF made up 6.22% of Legacy Solutions LLC's portfolio in Q3 2026, its #4 holding.
  • Legacy Solutions LLC first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.