Prism Planning Partners
IUSV icon

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

Prism Planning 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
Q3 		$1.36M Hold
12,340
– – 1.29% 12
2026
Q2 		$1.36M Hold
12,340
– – 1.44% 12
2026
Q1 		$1.26M Hold
12,340
– – 1.49% 11
2025
Q4 		$1.27M Buy
+12,340
New +$1.25M 1.42% 13

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Prism Planning Partners's IUSV Position: Q3 2026 in Review

Prism Planning Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 12,340 shares worth $1.36M. The position accounts for 1.29% of the portfolio, ranked #12.

Prism Planning Partners first reported a position in IUSV in Q4 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Prism Planning Partners held 12,340 shares of iShares Core S&P US Value ETF worth $1.36M as of Q3 2026.
  • Prism Planning Partners left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up 1.29% of Prism Planning Partners's portfolio in Q3 2026, its #12 holding.
  • Prism Planning Partners first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.