Linscomb Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Linscomb Wealth’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	$213K	Buy	+1,935	New	+$209K	0.01%	304

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Linscomb Wealth's IUSV Position: Q2 2026 in Review

Linscomb Wealth opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,935 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings.

807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Linscomb Wealth held 1,935 shares of iShares Core S&P US Value ETF worth $213K as of Q2 2026.
iShares Core S&P US Value ETF was a new Linscomb Wealth position in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #304 holding.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.