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Narus Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Narus Financial Partners’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 		$1.34M Sell
12,175
-85
-0.7% -$9.2K 0.34% 55
2026
Q1 		$1.25M Buy
12,260
+12
+0.1% +$1.26K 0.33% 53
2025
Q4 		$1.26M Buy
12,248
+17
+0.1% +$1.72K 0.35% 52
2025
Q3 		$1.22M Buy
12,231
+16
+0.1% +$1.56K 0.33% 53
2025
Q2 		$1.16M Buy
12,215
+14
+0.1% +$1.26K 0.36% 46
2025
Q1 		$1.13M Sell
12,201
-662
-5% -$62.1K 0.38% 44
2024
Q4 		$1.19M Buy
12,863
+18
+0.1% +$1.73K 0.4% 42
2024
Q3 		$1.23M Buy
12,845
+19
+0.1% +$1.75K 0.44% 45
2024
Q2 		$1.13M Buy
12,826
+15
+0.1% +$1.32K 0.46% 46
2024
Q1 		$1.16M Buy
12,811
+15
+0.1% +$1.29K 0.49% 44
2023
Q4 		$1.08M Sell
12,796
-285
-2% -$22.2K 0.52% 43
2023
Q3 		$976K Hold
13,081
– – 0.5% 37
2023
Q2 		$1.02M Hold
13,081
– – 0.53% 36
2023
Q1 		$965K Hold
13,081
– – 0.52% 36
2022
Q4 		$924K Sell
13,081
-600
-4% -$41.7K 0.53% 34
2022
Q3 		$857K Buy
13,681
+3,431
+33% +$237K 0.54% 30
2022
Q2 		$686K Hold
10,250
– – 0.44% 43
2022
Q1 		$778K Buy
+10,250
New +$768K 0.44% 41
2021
Q1 		$850K Buy
+12,343
New +$810K 0.51% 25
2019
Q4 		$862K Hold
13,671
– – 0.6% 16
2019
Q3 		$790K Hold
13,671
– – 0.58% 15
2019
Q2 		$774K Buy
+13,671
New +$761K 0.6% 15
2017
Q3 		$1.1M Hold
21,000
– – 0.97% 13
2017
Q2 		$1.07M Hold
21,000
– – 0.99% 13
2017
Q1 		$1.06M Hold
21,000
– – 1.02% 13
2016
Q4 		$1.03M Buy
+21,000
New +$992K 1.09% 11

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

Narus Financial Partners's IUSV Position: Q2 2026 in Review

Narus Financial Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.69% in Q2 2026, selling an estimated $9.2K and leaving 12,175 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #55.

Narus Financial Partners first reported a position in IUSV in Q4 2016 and has held it in 26 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Narus Financial Partners held 12,175 shares of iShares Core S&P US Value ETF worth $1.34M as of Q2 2026.
  • Narus Financial Partners sold 85 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $9.2K.
  • iShares Core S&P US Value ETF made up 0.34% of Narus Financial Partners's portfolio in Q2 2026, its #55 holding.
  • Narus Financial Partners first reported a position in iShares Core S&P US Value ETF in Q4 2016 and has held it in 26 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.