LWMI
IUSV icon

Legacy Wealth Management (Idaho)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-35
Closed -$3.58K – 566
2026
Q1 		$3.58K Buy
35
+26
+289% +$2.73K ﹤0.01% 683
2025
Q4 		$923 Buy
+9
New +$913 ﹤0.01% 760
2024
Q4 		– Sell
-87
Closed -$8.5K – 786
2024
Q3 		$8.5K Buy
+87
New +$8K 0.01% 336

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 22.9% 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 Wealth Management (Idaho)'s IUSV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 35 shares — an estimated $3.58K sold.

Legacy Wealth Management (Idaho) first reported a position in IUSV in Q3 2024 and held it in 3 quarters. The position peaked at $8.5K in Q3 2024. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 35 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.58K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Core S&P US Value ETF position peaked at $8.5K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.