Pacific Center for Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pacific Center for Financial Services’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	$78.1K	Hold	709	–	–	0.02%	176
2026 Q1	$72.5K	Hold	709	–	–	0.02%	171
2025 Q4	$70.9K	Hold	709	–	–	0.02%	172
2025 Q3	$70.9K	Hold	709	–	–	0.02%	172
2025 Q2	$67.1K	Hold	709	–	–	0.02%	167
2025 Q1	$65.4K	Hold	709	–	–	0.02%	169
2024 Q4	$65.6K	Hold	709	–	–	0.02%	168
2024 Q3	$67.7K	Hold	709	–	–	0.02%	162
2024 Q2	$62.5K	Sell	709 -222	-24%	-$19.6K	0.02%	164
2024 Q1	$84.2K	Buy	931 +709	+319%	+$61K	0.02%	147
2023 Q4	$18.7K	Hold	222	–	–	0.01%	233
2023 Q3	$16.6K	Hold	222	–	–	0.01%	256
2023 Q2	$17.4K	Hold	222	–	–	0.01%	245
2023 Q1	$16.4K	Buy	+222	New	+$16.3K	0.01%	246
2022 Q3	$14K	Hold	222	–	–	0.01%	258
2022 Q2	$15K	Hold	222	–	–	0.01%	249
2022 Q1	$17K	Hold	222	–	–	0.01%	239
2021 Q4	$17K	Hold	222	–	–	0.01%	246
2021 Q3	$16K	Buy	+222	New	+$16.1K	0.01%	255

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 22.96% 1-Year Est. Return

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

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

Pacific Center for Financial Services's IUSV Position: Q2 2026 in Review

Pacific Center for Financial Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 709 shares worth $78.1K. The position accounts for 0.02% of the portfolio, ranked #176.

Pacific Center for Financial Services first reported a position in IUSV in Q3 2021 and has held it in 19 quarters since. The position peaked at $84.2K in Q1 2024. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Pacific Center for Financial Services held 709 shares of iShares Core S&P US Value ETF worth $78.1K as of Q2 2026.
Pacific Center for Financial Services left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.02% of Pacific Center for Financial Services's portfolio in Q2 2026, its #176 holding.
Pacific Center for Financial Services first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 19 quarters since.
Pacific Center for Financial Services's iShares Core S&P US Value ETF position peaked at $84.2K in Q1 2024.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.