Plum Street Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
Other funds holding IUSV
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KIM
BTI
AL
MFG
Plum Street Advisors's IUSV Position: Q2 2026 in Review
Plum Street Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.94% in Q2 2026, selling an estimated $2.27K and leaving 2,222 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #97.
Plum Street Advisors first reported a position in IUSV in Q1 2024 and has held it in 6 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.
- Plum Street Advisors held 2,222 shares of iShares Core S&P US Value ETF worth $245K as of Q2 2026.
- Plum Street Advisors sold 21 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.27K.
- iShares Core S&P US Value ETF made up 0.08% of Plum Street Advisors's portfolio in Q2 2026, its #97 holding.
- Plum Street Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 6 quarters since.
- 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.