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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
Q2 		$227K Sell
2,058
-55
-3% -$5.95K ﹤0.01% 618
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 $1.55T 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

NorthRock Partners's IUSV Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.6% in Q2 2026, selling an estimated $5.95K and leaving 2,058 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

NorthRock Partners first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $253K in Q3 2025. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • NorthRock Partners held 2,058 shares of iShares Core S&P US Value ETF worth $227K as of Q2 2026.
  • NorthRock Partners sold 55 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $5.95K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #618 holding.
  • NorthRock Partners first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
  • NorthRock Partners's iShares Core S&P US Value ETF position peaked at $253K in Q3 2025.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.