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Plante Moran Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Plante Moran Financial Advisors’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 		$27.5K Hold
250
– – ﹤0.01% 427
2026
Q1 		$25.6K Hold
250
– – ﹤0.01% 404
2025
Q4 		$25.6K Sell
250
-316
-56% -$32K ﹤0.01% 409
2025
Q3 		$56.6K Buy
566
+316
+126% +$30.8K ﹤0.01% 318
2025
Q2 		$23.7K Hold
250
– – ﹤0.01% 456
2025
Q1 		$23.1K Hold
250
– – ﹤0.01% 466
2024
Q4 		$23.1K Sell
250
-527
-68% -$50.7K ﹤0.01% 469
2024
Q3 		$74.2K Buy
+777
New +$71.4K 0.01% 330
2023
Q4 		– Sell
-42
Closed -$3.13K – 857
2023
Q3 		$3.13K Buy
+42
New +$3.3K ﹤0.01% 637
2021
Q1 		– Sell
-2,005
Closed -$125K – 1055
2020
Q4 		$125K Hold
2,005
– – 0.04% 221
2020
Q3 		$109K Buy
+2,005
New +$110K 0.04% 230
2019
Q4 		– Sell
-801
Closed -$46K – 822
2019
Q3 		$46K Buy
801
+34
+4% +$1.94K 0.01% 355
2019
Q2 		$43K Sell
767
-435
-36% -$24.2K 0.01% 366
2019
Q1 		$66K Buy
1,202
+533
+80% +$28.5K 0.02% 279
2018
Q4 		$33K Sell
669
-153
-19% -$8.13K 0.01% 364
2018
Q3 		$46K Hold
822
– – 0.02% 313
2018
Q2 		$44K Buy
822
+11
+1% +$593 0.02% 351
2018
Q1 		$43K Sell
811
-5
-0.6% -$277 0.02% 373
2017
Q4 		$45K Buy
+816
New +$43.9K 0.02% 366

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Plante Moran Financial Advisors's IUSV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 250 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Plante Moran Financial Advisors first reported a position in IUSV in Q4 2017 and has held it in 19 quarters since. The position peaked at $125K in Q4 2020. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Plante Moran Financial Advisors held 250 shares of iShares Core S&P US Value ETF worth $27.5K as of Q2 2026.
  • Plante Moran Financial Advisors 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 Plante Moran Financial Advisors's portfolio in Q2 2026, its #427 holding.
  • Plante Moran Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 19 quarters since.
  • Plante Moran Financial Advisors's iShares Core S&P US Value ETF position peaked at $125K in Q4 2020.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.