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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
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

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 Solutions LLC's IUSV Position: Q2 2026 in Review

Legacy Solutions LLC increased its iShares Core S&P US Value ETF (IUSV) stake by 0.63% in Q2 2026, buying an estimated $48.4K and bringing the position to 71,120 shares worth $7.83M. The position accounts for 6.34% of the portfolio, ranked #5.

Legacy Solutions LLC first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Legacy Solutions LLC held 71,120 shares of iShares Core S&P US Value ETF worth $7.83M as of Q2 2026.
  • Legacy Solutions LLC bought 447 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $48.4K.
  • iShares Core S&P US Value ETF made up 6.34% of Legacy Solutions LLC's portfolio in Q2 2026, its #5 holding.
  • Legacy Solutions LLC first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.