RSF
IUSV icon

Rik Saylor Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Rik Saylor 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 		$1.45M Buy
13,151
+11
+0.1% +$1.19K 0.96% 33
2026
Q1 		$1.34M Buy
13,140
+16
+0.1% +$1.68K 1.02% 32
2025
Q4 		$1.35M Buy
13,124
+4
+0% +$406 0.99% 34
2025
Q3 		$1.31M Sell
13,120
-111
-0.8% -$10.8K 0.96% 37
2025
Q2 		$1.25M Sell
13,231
-84
-0.6% -$7.58K 0.96% 36
2025
Q1 		$1.23M Sell
13,315
-252
-2% -$23.6K 1.08% 31
2024
Q4 		$1.26M Buy
+13,567
New +$1.3M 1.16% 29

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Rik Saylor Financial's IUSV Position: Q2 2026 in Review

Rik Saylor Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 0.08% in Q2 2026, buying an estimated $1.19K and bringing the position to 13,151 shares worth $1.45M. The position accounts for 0.96% of the portfolio, ranked #33.

Rik Saylor Financial first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Rik Saylor Financial held 13,151 shares of iShares Core S&P US Value ETF worth $1.45M as of Q2 2026.
  • Rik Saylor Financial bought 11 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.19K.
  • iShares Core S&P US Value ETF made up 0.96% of Rik Saylor Financial's portfolio in Q2 2026, its #33 holding.
  • Rik Saylor Financial first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.