N.E.W. Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

N.E.W. Advisory 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	$11.9K	Hold	108	–	–	﹤0.01%	622
2026 Q1	$11K	Hold	108	–	–	﹤0.01%	610
2025 Q4	$11.1K	Hold	108	–	–	﹤0.01%	596
2025 Q3	$10.8K	Hold	108	–	–	﹤0.01%	566
2025 Q2	$10.2K	Sell	108 -108	-50%	-$9.75K	﹤0.01%	564
2025 Q1	$19.9K	Buy	+216	New	+$20.3K	﹤0.01%	495

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

N.E.W. Advisory Services's IUSV Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 108 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

N.E.W. Advisory Services first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.9K in Q1 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

N.E.W. Advisory Services held 108 shares of iShares Core S&P US Value ETF worth $11.9K as of Q2 2026.
N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #622 holding.
N.E.W. Advisory Services first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares Core S&P US Value ETF position peaked at $19.9K in Q1 2025.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.