Redwood Financial Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

Redwood Financial 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	$500K	Buy	4,542 +810	+22%	+$87.6K	0.28%	99
2026 Q1	$382K	Buy	3,732 +96	+3%	+$10.1K	0.25%	111
2025 Q4	$373K	Buy	3,636 +1,087	+43%	+$110K	0.24%	118
2025 Q3	$255K	Buy	2,549 +108	+4%	+$10.5K	0.16%	148
2025 Q2	$231K	Sell	2,441 -3	-0.1%	-$271	0.16%	151
2025 Q1	$226K	Buy	+2,444	New	+$229K	0.17%	147

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

Redwood Financial Network's IUSV Position: Q2 2026 in Review

Redwood Financial Network increased its iShares Core S&P US Value ETF (IUSV) stake by 22% in Q2 2026, buying an estimated $87.6K and bringing the position to 4,542 shares worth $500K. The position accounts for 0.28% of the portfolio, ranked #99.

Redwood Financial Network first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Redwood Financial Network held 4,542 shares of iShares Core S&P US Value ETF worth $500K as of Q2 2026.
Redwood Financial Network bought 810 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $87.6K.
iShares Core S&P US Value ETF made up 0.28% of Redwood Financial Network's portfolio in Q2 2026, its #99 holding.
Redwood Financial Network first reported a position in iShares Core S&P US Value ETF in Q1 2025 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 Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.