Norden Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Norden Group’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	$487K	Hold	4,422	–	–	0.04%	384
2026 Q1	$452K	Hold	4,422	–	–	0.04%	355
2025 Q4	$453K	Hold	4,422	–	–	0.04%	351
2025 Q3	$442K	Hold	4,422	–	–	0.04%	374
2025 Q2	$418K	Hold	4,422	–	–	0.05%	382
2025 Q1	$408K	Hold	4,422	–	–	0.05%	353
2024 Q4	$409K	Hold	4,422	–	–	0.05%	356
2024 Q3	$422K	Buy	+4,422	New	+$407K	0.05%	346

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

Norden Group's IUSV Position: Q2 2026 in Review

Norden Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,422 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #384.

Norden Group first reported a position in IUSV in Q3 2024 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Norden Group held 4,422 shares of iShares Core S&P US Value ETF worth $487K as of Q2 2026.
Norden Group left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.04% of Norden Group's portfolio in Q2 2026, its #384 holding.
Norden Group first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 8 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.