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Monetary Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Monetary 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 		$2.53K Hold
23
– – ﹤0.01% 275
2026
Q1 		$2.35K Hold
23
– – ﹤0.01% 266
2025
Q4 		$2.36K Buy
+23
New +$2.33K ﹤0.01% 264

Other funds holding IUSV

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Monetary Solutions's IUSV Position: Q2 2026 in Review

Monetary Solutions held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 23 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Monetary Solutions first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 698 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Monetary Solutions held 23 shares of iShares Core S&P US Value ETF worth $2.53K as of Q2 2026.
  • Monetary Solutions left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #275 holding.
  • Monetary Solutions first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.