North Star Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

North Star Investment Management’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	$250K	Sell	2,272 -216	-9%	-$23.4K	0.01%	488
2026 Q1	$254K	Hold	2,488	–	–	0.02%	462
2025 Q4	$255K	Buy	2,488 +2	+0.1%	+$203	0.02%	412
2025 Q3	$249K	Buy	2,486 +1	+0%	+$97	0.02%	404
2025 Q2	$235K	Buy	2,485 +1,774	+250%	+$160K	0.02%	402
2025 Q1	$65.6K	Buy	+711	New	+$66.7K	﹤0.01%	570

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 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

North Star Investment Management's IUSV Position: Q2 2026 in Review

North Star Investment Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 8.7% in Q2 2026, selling an estimated $23.4K and leaving 2,272 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #488.

North Star Investment Management first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 815 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

North Star Investment Management held 2,272 shares of iShares Core S&P US Value ETF worth $250K as of Q2 2026.
North Star Investment Management sold 216 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $23.4K.
iShares Core S&P US Value ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #488 holding.
North Star Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
North Star Investment Management's iShares Core S&P US Value ETF position peaked at $255K in Q4 2025.
815 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.