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

NorthRock 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
Q1 		$216K Buy
2,113
+102
+5% +$10.7K ﹤0.01% 607
2025
Q4 		$206K Sell
2,011
-525
-21% -$53.2K ﹤0.01% 574
2025
Q3 		$253K Buy
+2,536
New +$247K ﹤0.01% 758
2025
Q2 		– Sell
-1,756
Closed -$162K – 809
2025
Q1 		$162K Buy
1,756
+299
+21% +$28.1K 0.01% 588
2024
Q4 		$135K Buy
1,457
+25
+2% +$2.4K ﹤0.01% 591
2024
Q3 		$137K Hold
1,432
– – ﹤0.01% 631
2024
Q2 		$126K Sell
1,432
-240
-14% -$21.2K ﹤0.01% 604
2024
Q1 		$151K Buy
1,672
+192
+13% +$16.5K 0.01% 604
2023
Q4 		$125K Buy
+1,480
New +$115K 0.01% 576

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

NorthRock Partners's IUSV Position: Q1 2026 in Review

NorthRock Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 5.1% in Q1 2026, buying an estimated $10.7K and bringing the position to 2,113 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

NorthRock Partners first reported a position in IUSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $253K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • NorthRock Partners held 2,113 shares of iShares Core S&P US Value ETF worth $216K as of Q1 2026.
  • NorthRock Partners bought 102 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $10.7K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #607 holding.
  • NorthRock Partners first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 9 quarters since.
  • NorthRock Partners's iShares Core S&P US Value ETF position peaked at $253K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.