Raymond James Financial
IUSV icon

Raymond James Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Raymond James Financial’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 		$182M Buy
1,655,527
+15,390
+0.9% +$1.67M 0.05% 348
2026
Q1 		$168M Sell
1,640,137
-80,325
-5% -$8.42M 0.05% 333
2025
Q4 		$176M Buy
1,720,462
+209,495
+14% +$21.2M 0.05% 301
2025
Q3 		$151M Buy
1,510,967
+5,628
+0.4% +$548K 0.05% 348
2025
Q2 		$142M Buy
1,505,339
+89,419
+6% +$8.07M 0.05% 347
2025
Q1 		$131M Buy
1,415,920
+2,763
+0.2% +$259K 0.05% 343
2024
Q4 		$131M Buy
+1,413,157
New +$136M 0.05% 348

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 22.9% 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

Raymond James Financial's IUSV Position: Q2 2026 in Review

Raymond James Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 0.94% in Q2 2026, buying an estimated $1.67M and bringing the position to 1,655,527 shares worth $182M. The position accounts for 0.05% of the portfolio, ranked #348.

Raymond James Financial first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Raymond James Financial held 1,655,527 shares of iShares Core S&P US Value ETF worth $182M as of Q2 2026.
  • Raymond James Financial bought 15,390 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 Raymond James Financial's portfolio in Q2 2026, its #348 holding.
  • Raymond James Financial first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.