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Lutz Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Lutz Financial Services’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 		$12.1M Sell
110,245
-1,326
-1% -$143K 0.74% 36
2026
Q1 		$11.4M Sell
111,571
-773
-0.7% -$81.1K 0.77% 35
2025
Q4 		$11.5M Sell
112,344
-926
-0.8% -$93.9K 0.78% 35
2025
Q3 		$11.3M Sell
113,270
-149
-0.1% -$14.5K 0.82% 34
2025
Q2 		$10.7M Buy
113,419
+2,097
+2% +$189K 0.83% 34
2025
Q1 		$10.3M Sell
111,322
-1,997
-2% -$187K 0.84% 31
2024
Q4 		$10.5M Sell
113,319
-953
-0.8% -$91.7K 0.85% 32
2024
Q3 		$10.9M Sell
114,272
-4,585
-4% -$422K 0.89% 32
2024
Q2 		$10.5M Sell
118,857
-11,398
-9% -$1M 0.91% 31
2024
Q1 		$11.8M Sell
130,255
-972
-0.7% -$83.7K 1.03% 29
2023
Q4 		$11.1M Buy
131,227
+52
+0% +$4.05K 1.04% 29
2023
Q3 		$9.79M Sell
131,175
-11,320
-8% -$888K 1.07% 25
2023
Q2 		$11.2M Sell
142,495
-837
-0.6% -$62.5K 1.2% 25
2023
Q1 		$10.6M Sell
143,332
-3,374
-2% -$248K 1.21% 26
2022
Q4 		$10.4M Sell
146,706
-6,177
-4% -$430K 1.27% 25
2022
Q3 		$9.57M Sell
152,883
-38,214
-20% -$2.64M 1.31% 23
2022
Q2 		$12.8M Buy
191,097
+46,182
+32% +$3.32M 1.7% 18
2022
Q1 		$11M Sell
144,915
-200
-0.1% -$15K 1.36% 25
2021
Q4 		$11.1M Buy
145,115
+942
+0.7% +$69.9K 1.36% 24
2021
Q3 		$10.2M Buy
144,173
+9,551
+7% +$694K 1.33% 24
2021
Q2 		$9.69M Sell
134,622
-2,440
-2% -$175K 1.29% 25
2021
Q1 		$9.44M Buy
137,062
+3,045
+2% +$200K 1.4% 24
2020
Q4 		$8.34M Buy
134,017
+1,057
+0.8% +$61.9K 1.37% 24
2020
Q3 		$7.22M Sell
132,960
-280
-0.2% -$15.3K 1.39% 22
2020
Q2 		$6.96M Sell
133,240
-38,211
-22% -$1.95M 1.42% 22
2020
Q1 		$7.92M Buy
171,451
+130,297
+317% +$7.49M 1.76% 18
2019
Q4 		$2.59M Buy
41,154
+398
+1% +$24K 0.46% 37
2019
Q3 		$2.36M Sell
40,756
-641
-2% -$36.5K 0.45% 37
2019
Q2 		$2.35M Buy
41,397
+1,265
+3% +$70.5K 0.46% 34
2019
Q1 		$2.2M Buy
40,132
+1,756
+5% +$93.8K 0.45% 32
2018
Q4 		$1.88M Buy
+38,376
New +$2.04M 0.42% 34

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

Lutz Financial Services's IUSV Position: Q2 2026 in Review

Lutz Financial Services reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.2% in Q2 2026, selling an estimated $143K and leaving 110,245 shares worth $12.1M. The position accounts for 0.74% of the portfolio, ranked #36.

Lutz Financial Services first reported a position in IUSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.8M in Q2 2022. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Lutz Financial Services held 110,245 shares of iShares Core S&P US Value ETF worth $12.1M as of Q2 2026.
  • Lutz Financial Services sold 1,326 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $143K.
  • iShares Core S&P US Value ETF made up 0.74% of Lutz Financial Services's portfolio in Q2 2026, its #36 holding.
  • Lutz Financial Services first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Lutz Financial Services's iShares Core S&P US Value ETF position peaked at $12.8M in Q2 2022.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.