NFG
IUSV icon

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

Northbridge Financial 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 		$372K Sell
3,376
-739
-18% -$80K 0.14% 129
2026
Q1 		$433K Sell
4,115
-365
-8% -$38.3K 0.19% 115
2025
Q4 		$459K Buy
+4,480
New +$454K 0.21% 103

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

Northbridge Financial Group's IUSV Position: Q2 2026 in Review

Northbridge Financial Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 18% in Q2 2026, selling an estimated $80K and leaving 3,376 shares worth $372K. The position accounts for 0.14% of the portfolio, ranked #129.

Northbridge Financial Group first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $459K in Q4 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Northbridge Financial Group held 3,376 shares of iShares Core S&P US Value ETF worth $372K as of Q2 2026.
  • Northbridge Financial Group sold 739 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $80K.
  • iShares Core S&P US Value ETF made up 0.14% of Northbridge Financial Group's portfolio in Q2 2026, its #129 holding.
  • Northbridge Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Northbridge Financial Group's iShares Core S&P US Value ETF position peaked at $459K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.