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

Oxford 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 		$6.06K Hold
55
– – ﹤0.01% 289
2026
Q1 		$5.62K Hold
55
– – ﹤0.01% 294
2025
Q4 		$5.64K Hold
55
– – ﹤0.01% 280
2025
Q3 		$5.5K Hold
55
– – ﹤0.01% 274
2025
Q2 		$5.21K Hold
55
– – ﹤0.01% 256
2025
Q1 		$5.08K Sell
55
-4,446
-99% -$417K ﹤0.01% 258
2024
Q4 		$417K Buy
4,501
+4,436
+6,825% +$427K 0.03% 167
2024
Q3 		$6.21K Hold
65
– – ﹤0.01% 286
2024
Q2 		$5.73K Sell
65
-36
-36% -$3.17K ﹤0.01% 314
2024
Q1 		$9.13K Sell
101
-1,129
-92% -$97.2K ﹤0.01% 266
2023
Q4 		$104K Hold
1,230
– – 0.01% 247
2023
Q3 		$91.8K Hold
1,230
– – 0.01% 230
2023
Q2 		$96.3K Buy
1,230
+130
+12% +$9.71K 0.01% 245
2023
Q1 		$81.2K Buy
1,100
+36
+3% +$2.65K 0.01% 208
2022
Q4 		$75.2K Buy
1,064
+251
+31% +$17.5K 0.01% 207
2022
Q3 		$51K Sell
813
-87
-10% -$6.01K 0.01% 200
2022
Q2 		$60K Hold
900
– – 0.01% 218
2022
Q1 		$68K Hold
900
– – 0.01% 213
2021
Q4 		$69K Buy
900
+65
+8% +$4.82K 0.01% 229
2021
Q3 		$59K Buy
+835
New +$60.6K 0.01% 210
2020
Q3 		– Sell
-835
Closed -$44K – 192
2020
Q2 		$44K Sell
835
-25,611
-97% -$1.31M 0.01% 169
2020
Q1 		$1.22M Buy
+26,446
New +$1.52M 0.24% 42

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

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

Oxford Financial Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 55 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Oxford Financial Group first reported a position in IUSV in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.22M in Q1 2020. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Oxford Financial Group held 55 shares of iShares Core S&P US Value ETF worth $6.06K as of Q2 2026.
  • Oxford Financial 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 ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #289 holding.
  • Oxford Financial Group first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 22 quarters since.
  • Oxford Financial Group's iShares Core S&P US Value ETF position peaked at $1.22M in Q1 2020.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.