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IUSV icon

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

&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 		$12.1M Buy
109,887
+15,405
+16% +$1.67M 0.05% 329
2026
Q1 		$9.67M Sell
94,482
-1,202
-1% -$126K 0.05% 337
2025
Q4 		$9.75M Buy
95,684
+9,036
+10% +$916K 0.05% 318
2025
Q3 		$8.66M Buy
86,648
+51,909
+149% +$5.05M 0.06% 296
2025
Q2 		$3.28M Sell
34,739
-2,534
-7% -$229K 0.03% 483
2025
Q1 		$3.41M Sell
37,273
-1,115
-3% -$105K 0.04% 391
2024
Q4 		$3.56M Buy
38,388
+4,532
+13% +$436K 0.04% 348
2024
Q3 		$3.23M Buy
33,856
+12,650
+60% +$1.16M 0.06% 276
2024
Q2 		$1.87M Buy
21,206
+16,107
+316% +$1.42M 0.08% 220
2024
Q1 		$461K Buy
+5,099
New +$439K 0.06% 282

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

&Partners's IUSV Position: Q2 2026 in Review

&Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 16% in Q2 2026, buying an estimated $1.67M and bringing the position to 109,887 shares worth $12.1M. The position accounts for 0.05% of the portfolio, ranked #329.

&Partners first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • &Partners held 109,887 shares of iShares Core S&P US Value ETF worth $12.1M as of Q2 2026.
  • &Partners bought 15,405 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.67M.
  • iShares Core S&P US Value ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #329 holding.
  • &Partners first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.