Main Street Financial Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Main Street Financial Solutions’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	$14.8M	Buy	134,115 +7,879	+6%	+$853K	0.95%	20
2026 Q1	$12.9M	Buy	126,236 +8,563	+7%	+$898K	0.94%	21
2025 Q4	$12.1M	Sell	117,673 -633	-0.5%	-$64.2K	0.9%	22
2025 Q3	$11.8M	Buy	118,306 +6,809	+6%	+$663K	0.76%	28
2025 Q2	$10.6M	Buy	111,497 +16,777	+18%	+$1.51M	0.77%	30
2025 Q1	$8.74M	Sell	94,720 -2,440	-3%	-$229K	0.76%	29
2024 Q4	$9M	Buy	97,160 +6,202	+7%	+$597K	0.89%	23
2024 Q3	$8.69M	Buy	90,958 +5,518	+6%	+$507K	0.8%	26
2024 Q2	$7.53M	Buy	85,440 +13,946	+20%	+$1.23M	0.71%	29
2024 Q1	$6.47M	Buy	+71,494	New	+$6.15M	0.69%	31

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

Main Street Financial Solutions's IUSV Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 6.2% in Q2 2026, buying an estimated $853K and bringing the position to 134,115 shares worth $14.8M. The position accounts for 0.95% of the portfolio, ranked #20.

Main Street Financial Solutions first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Main Street Financial Solutions held 134,115 shares of iShares Core S&P US Value ETF worth $14.8M as of Q2 2026.
Main Street Financial Solutions bought 7,879 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $853K.
iShares Core S&P US Value ETF made up 0.95% of Main Street Financial Solutions's portfolio in Q2 2026, its #20 holding.
Main Street Financial Solutions first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.