NW
IUSV icon

NewEdge Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

NewEdge Wealth’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 		$3.08M Buy
27,969
+6,594
+31% +$714K 0.03% 347
2026
Q1 		$2.19M Buy
21,375
+997
+5% +$105K 0.03% 402
2025
Q4 		$2.09M Buy
20,378
+1,151
+6% +$117K 0.02% 435
2025
Q3 		$1.94M Buy
19,227
+3,219
+20% +$313K 0.03% 405
2025
Q2 		$1.53M Buy
16,008
+12,455
+351% +$1.12M 0.02% 437
2025
Q1 		$328K Sell
3,553
-392
-10% -$36.8K 0.01% 750
2024
Q4 		$365K Sell
3,945
-7,412
-65% -$713K 0.01% 713
2024
Q3 		$1.08M Buy
+11,357
New +$1.04M 0.02% 459
2024
Q1 		– Sell
-2,794
Closed -$236K – 826
2023
Q4 		$236K Buy
2,794
+2
+0.1% +$156 0.01% 674
2023
Q3 		$208K Buy
2,792
+150
+6% +$11.8K 0.01% 613
2023
Q2 		$207K Buy
+2,642
New +$197K 0.01% 605

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

NewEdge Wealth's IUSV Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 31% in Q2 2026, buying an estimated $714K and bringing the position to 27,969 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #347.

NewEdge Wealth first reported a position in IUSV in Q2 2023 and has held it in 11 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • NewEdge Wealth held 27,969 shares of iShares Core S&P US Value ETF worth $3.08M as of Q2 2026.
  • NewEdge Wealth bought 6,594 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $714K.
  • iShares Core S&P US Value ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #347 holding.
  • NewEdge Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 11 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.