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Richmond Investment Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Richmond Investment Services’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 		– Sell
-11,691
Closed -$1.2M – 197
2026
Q1 		$1.2M Buy
11,691
+2,386
+26% +$250K 0.19% 78
2025
Q4 		$954K Buy
9,305
+2,211
+31% +$224K 0.16% 83
2025
Q3 		$709K Buy
7,094
+1,457
+26% +$142K 0.13% 108
2025
Q2 		$533K Buy
+5,637
New +$509K 0.11% 121

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Richmond Investment Services's IUSV Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 11,691 shares — an estimated $1.2M sold.

Richmond Investment Services first reported a position in IUSV in Q2 2025 and held it in 4 quarters. The position peaked at $1.2M in Q1 2026. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 11,691 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.2M.
  • Richmond Investment Services first reported a position in iShares Core S&P US Value ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's iShares Core S&P US Value ETF position peaked at $1.2M in Q1 2026.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.