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Markowski Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

Markowski Investments’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 		$49.4K Buy
+448
New +$48.5K 0.01% 214

Other funds holding IUSV

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Markowski Investments's IUSV Position: Q2 2026 in Review

Markowski Investments opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 448 shares worth $49.4K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

702 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Markowski Investments held 448 shares of iShares Core S&P US Value ETF worth $49.4K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Markowski Investments position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #214 holding.
  • 702 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.