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

Robertson Stephens 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	$962K	Sell	8,734 -44,113	-83%	-$4.77M	0.02%	327
2026 Q1	$5.4M	Sell	52,847 -8,755	-14%	-$918K	0.15%	117
2025 Q4	$6.32M	Buy	61,602 +49,812	+422%	+$5.05M	0.16%	108
2025 Q3	$1.18M	Buy	11,790 +4,275	+57%	+$416K	0.04%	233
2025 Q2	$695K	Sell	7,515 -52,661	-88%	-$4.75M	0.02%	317
2025 Q1	$5.55M	Buy	60,176 +13,638	+29%	+$1.28M	0.19%	99
2024 Q4	$4.31M	Sell	46,538 -36,115	-44%	-$3.47M	0.15%	124
2024 Q3	$7.89M	Buy	82,653 +14,594	+21%	+$1.34M	0.29%	77
2024 Q2	$6M	Sell	68,059 -16,266	-19%	-$1.43M	0.3%	59
2024 Q1	$7.63M	Buy	84,325 +27,568	+49%	+$2.37M	0.4%	45
2023 Q4	$4.79M	Sell	56,757 -8,855	-13%	-$690K	0.29%	60
2023 Q3	$4.93M	Buy	65,612 +20,742	+46%	+$1.63M	0.33%	66
2023 Q2	$3.51M	Sell	44,870 -18,884	-30%	-$1.41M	0.25%	89
2023 Q1	$4.7M	Sell	63,754 -20,992	-25%	-$1.55M	0.36%	59
2022 Q4	$5.99M	Buy	+84,746	New	+$5.89M	0.58%	40

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

Robertson Stephens Wealth Management's IUSV Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 83% in Q2 2026, selling an estimated $4.77M and leaving 8,734 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #327.

Robertson Stephens Wealth Management first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.89M in Q3 2024. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Robertson Stephens Wealth Management held 8,734 shares of iShares Core S&P US Value ETF worth $962K as of Q2 2026.
Robertson Stephens Wealth Management sold 44,113 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $4.77M.
iShares Core S&P US Value ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #327 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's iShares Core S&P US Value ETF position peaked at $7.89M in Q3 2024.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.