Root Financial Partners
IUSV icon

Root Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Root Financial Partners’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
Q3 		$23K Buy
+209
New +$23.6K ﹤0.01% 1475
2026
Q2 		– Sell
-148
Closed -$15.1K – 1806
2026
Q1 		$15.1K Sell
148
-62
-30% -$6.5K ﹤0.01% 1476
2025
Q4 		$21.5K Buy
210
+195
+1,300% +$19.8K ﹤0.01% 1149
2025
Q3 		$1.5K Buy
+15
New +$1.46K ﹤0.01% 2002

Other funds holding IUSV

LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Root Financial Partners's IUSV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 209 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IUSV as recently as Q1 2026.

Root Financial Partners first reported a position in IUSV in Q3 2025 and has held it in 4 quarters since. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Root Financial Partners held 209 shares of iShares Core S&P US Value ETF worth $23K as of Q3 2026.
  • iShares Core S&P US Value ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1475 holding.
  • Root Financial Partners first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.