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Parsons Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Parsons Capital Management’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 		$353K Buy
3,209
+300
+10% +$32.5K 0.02% 425
2026
Q1 		$297K Hold
2,909
– – 0.01% 418
2025
Q4 		$298K Hold
2,909
– – 0.02% 393
2025
Q3 		$291K Sell
2,909
-464
-14% -$45.2K 0.02% 390
2025
Q2 		$319K Hold
3,373
– – 0.02% 360
2025
Q1 		$311K Sell
3,373
-210
-6% -$19.7K 0.02% 364
2024
Q4 		$332K Hold
3,583
– – 0.02% 365
2024
Q3 		$342K Hold
3,583
– – 0.02% 359
2024
Q2 		$316K Sell
3,583
-178
-5% -$15.7K 0.02% 366
2024
Q1 		$340K Buy
3,761
+178
+5% +$15.3K 0.02% 366
2023
Q4 		$302K Sell
3,583
-90
-2% -$7.01K 0.02% 371
2023
Q3 		$274K Sell
3,673
-95
-3% -$7.46K 0.02% 372
2023
Q2 		$295K Hold
3,768
– – 0.02% 367
2023
Q1 		$278K Buy
+3,768
New +$277K 0.02% 373
2018
Q4 		– Sell
-5,197
Closed -$293K – 345
2018
Q3 		$293K Buy
5,197
+739
+17% +$41.3K 0.03% 309
2018
Q2 		$239K Buy
4,458
+570
+15% +$30.7K 0.03% 330
2018
Q1 		$207K Buy
+3,888
New +$215K 0.02% 342

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

Parsons Capital Management's IUSV Position: Q2 2026 in Review

Parsons Capital Management increased its iShares Core S&P US Value ETF (IUSV) stake by 10% in Q2 2026, buying an estimated $32.5K and bringing the position to 3,209 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #425.

Parsons Capital Management first reported a position in IUSV in Q1 2018 and has held it in 17 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Parsons Capital Management held 3,209 shares of iShares Core S&P US Value ETF worth $353K as of Q2 2026.
  • Parsons Capital Management bought 300 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $32.5K.
  • iShares Core S&P US Value ETF made up 0.02% of Parsons Capital Management's portfolio in Q2 2026, its #425 holding.
  • Parsons Capital Management first reported a position in iShares Core S&P US Value ETF in Q1 2018 and has held it in 17 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.