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LRI Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

LRI Investments’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 		$408K Hold
3,703
– – 0.03% 210
2026
Q1 		$379K Hold
3,703
– – 0.03% 210
2025
Q4 		$380K Hold
3,703
– – 0.03% 201
2025
Q3 		$370K Hold
3,703
– – 0.03% 210
2025
Q2 		$350K Hold
3,703
– – 0.03% 211
2025
Q1 		$342K Hold
3,703
– – 0.03% 203
2024
Q4 		$343K Hold
3,703
– – 0.03% 187
2024
Q3 		$359K Hold
3,703
– – 0.03% 194
2024
Q2 		$326K Hold
3,703
– – 0.04% 167
2024
Q1 		$335K Buy
+3,703
New +$319K 0.08% 101

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's IUSV Position: Q2 2026 in Review

LRI Investments held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 3,703 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #210.

LRI Investments first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. 368 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • LRI Investments held 3,703 shares of iShares Core S&P US Value ETF worth $408K as of Q2 2026.
  • LRI Investments left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.03% of LRI Investments's portfolio in Q2 2026, its #210 holding.
  • LRI Investments first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 368 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.