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

Ritholtz Wealth Management’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 		$1.11M Buy
+10,055
New +$1.09M 0.02% 592
2025
Q3 		– Sell
-3,975
Closed -$376K – 1080
2025
Q2 		$376K Buy
+3,975
New +$359K 0.01% 723

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

Ritholtz Wealth Management's IUSV Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 10,055 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #592 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in IUSV as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in IUSV in Q2 2025 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Ritholtz Wealth Management held 10,055 shares of iShares Core S&P US Value ETF worth $1.11M as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Ritholtz Wealth Management position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Ritholtz Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.