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Life Planning Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Life Planning Partners’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 		$2.7M Hold
24,491
– – 2.01% 12
2026
Q1 		$2.5M Hold
24,491
– – 1.91% 13
2025
Q4 		$2.51M Hold
24,491
– – 1.92% 12
2025
Q3 		$2.45M Hold
24,491
– – 1.79% 16
2025
Q2 		$2.32M Hold
24,491
– – 1.84% 15
2025
Q1 		$2.26M Hold
24,491
– – 2.05% 12
2024
Q4 		$2.27M Hold
24,491
– – 2.1% 12
2024
Q3 		$2.34M Hold
24,491
– – 2.09% 12
2024
Q2 		$2.16M Sell
24,491
-229
-0.9% -$20.2K 1.96% 12
2024
Q1 		$2.24M Hold
24,720
– – 2.23% 11
2023
Q4 		$2.08M Buy
+24,720
New +$1.93M 2.05% 13
2022
Q3 		$1.55M Hold
24,720
– – 1.77% 17
2022
Q2 		$1.65M Hold
24,720
– – 1.86% 16
2022
Q1 		$1.88M Hold
24,720
– – 1.91% 16
2021
Q4 		$1.89M Buy
+24,720
New +$1.83M 1.9% 14

Other funds holding IUSV

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Life Planning Partners's IUSV Position: Q2 2026 in Review

Life Planning Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 24,491 shares worth $2.7M. The position accounts for 2.01% of the portfolio, ranked #12.

Life Planning Partners first reported a position in IUSV in Q4 2021 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Life Planning Partners held 24,491 shares of iShares Core S&P US Value ETF worth $2.7M as of Q2 2026.
  • Life Planning Partners left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 2.01% of Life Planning Partners's portfolio in Q2 2026, its #12 holding.
  • Life Planning Partners first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 15 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.