Robinson Smith Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Robinson Smith Wealth Advisors’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	$3.05M	Sell	27,648 -692	-2%	-$74.9K	1.82%	14
2026 Q1	$2.9M	Sell	28,340 -52,425	-65%	-$5.5M	1.96%	14
2025 Q4	$8.28M	Sell	80,765 -22,452	-22%	-$2.28M	5.66%	3
2025 Q3	$10.3M	Buy	103,217 +2,236	+2%	+$218K	7.41%	2
2025 Q2	$9.56M	Sell	100,981 -209	-0.2%	-$18.9K	7.64%	2
2025 Q1	$9.34M	Buy	101,190 +794	+0.8%	+$74.5K	7.82%	2
2024 Q4	$9.3M	Buy	100,396 +3,115	+3%	+$300K	7.88%	2
2024 Q3	$9.29M	Sell	97,281 -3,708	-4%	-$341K	7.9%	2
2024 Q2	$8.9M	Buy	100,989 +1,070	+1%	+$94.3K	7.84%	2
2024 Q1	$9.04M	Sell	99,919 -1,134	-1%	-$97.6K	8.68%	2
2023 Q4	$8.52M	Buy	+101,053	New	+$7.87M	8.38%	2

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

Robinson Smith Wealth Advisors's IUSV Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.4% in Q2 2026, selling an estimated $74.9K and leaving 27,648 shares worth $3.05M. The position accounts for 1.82% of the portfolio, ranked #14.

Robinson Smith Wealth Advisors first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q3 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Robinson Smith Wealth Advisors held 27,648 shares of iShares Core S&P US Value ETF worth $3.05M as of Q2 2026.
Robinson Smith Wealth Advisors sold 692 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $74.9K.
iShares Core S&P US Value ETF made up 1.82% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Robinson Smith Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's iShares Core S&P US Value ETF position peaked at $10.3M in Q3 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.