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Regimen Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Regimen Wealth’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 		$678K Buy
6,154
+25
+0.4% +$2.71K 0.18% 47
2026
Q1 		$627K Sell
6,129
-598
-9% -$62.7K 0.18% 49
2025
Q4 		$690K Buy
6,727
+25
+0.4% +$2.54K 0.2% 46
2025
Q3 		$670K Buy
6,702
+32
+0.5% +$3.12K 0.2% 44
2025
Q2 		$631K Buy
6,670
+31
+0.5% +$2.8K 0.2% 45
2025
Q1 		$613K Buy
6,639
+26
+0.4% +$2.44K 0.2% 38
2024
Q4 		$612K Buy
6,613
+39
+0.6% +$3.75K 0.2% 39
2024
Q3 		$628K Buy
6,574
+40
+0.6% +$3.68K 0.2% 40
2024
Q2 		$576K Sell
6,534
-210
-3% -$18.5K 0.2% 40
2024
Q1 		$610K Buy
6,744
+33
+0.5% +$2.84K 0.21% 38
2023
Q4 		$566K Buy
+6,711
New +$523K 0.22% 39

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 22.96% 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

Regimen Wealth's IUSV Position: Q2 2026 in Review

Regimen Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 0.41% in Q2 2026, buying an estimated $2.71K and bringing the position to 6,154 shares worth $678K. The position accounts for 0.18% of the portfolio, ranked #47.

Regimen Wealth first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $690K in Q4 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Regimen Wealth held 6,154 shares of iShares Core S&P US Value ETF worth $678K as of Q2 2026.
  • Regimen Wealth bought 25 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.71K.
  • iShares Core S&P US Value ETF made up 0.18% of Regimen Wealth's portfolio in Q2 2026, its #47 holding.
  • Regimen Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Regimen Wealth's iShares Core S&P US Value ETF position peaked at $690K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.