Prudent Investors Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

Prudent Investors Network’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	$614K	Hold	5,577	–	–	0.12%	39
2026 Q1	$570K	Sell	5,577 -96	-2%	-$10.1K	0.12%	40
2025 Q4	$582K	Buy	5,673 +96	+2%	+$9.73K	0.13%	34
2025 Q3	$557K	Hold	5,577	–	–	0.14%	33
2025 Q2	$528K	Hold	5,577	–	–	0.14%	31
2025 Q1	$515K	Hold	5,577	–	–	0.15%	31
2024 Q4	$516K	Hold	5,577	–	–	0.15%	29
2024 Q3	$533K	Hold	5,577	–	–	0.16%	28
2024 Q2	$492K	Hold	5,577	–	–	0.18%	29
2024 Q1	$504K	Buy	+5,577	New	+$480K	0.19%	29
2023 Q3	$416K	Hold	5,577	–	–	0.19%	27
2023 Q2	$436K	Buy	+5,577	New	+$417K	0.21%	27

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Prudent Investors Network's IUSV Position: Q2 2026 in Review

Prudent Investors Network held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 5,577 shares worth $614K. The position accounts for 0.12% of the portfolio, ranked #39.

Prudent Investors Network first reported a position in IUSV in Q2 2023 and has held it in 12 quarters since. 805 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Prudent Investors Network held 5,577 shares of iShares Core S&P US Value ETF worth $614K as of Q2 2026.
Prudent Investors Network left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.12% of Prudent Investors Network's portfolio in Q2 2026, its #39 holding.
Prudent Investors Network first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 12 quarters since.
805 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.