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

Rossby 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 		$4.41K Hold
40
– – ﹤0.01% 1490
2026
Q1 		$4.1K Hold
40
– – ﹤0.01% 1562
2025
Q4 		$4.1K Hold
40
– – ﹤0.01% 1168
2025
Q3 		$4.01K Hold
40
– – ﹤0.01% 1024
2025
Q2 		$3.79K Hold
40
– – ﹤0.01% 945
2025
Q1 		$3.53K Buy
+40
New +$3.75K ﹤0.01% 844

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

Rossby Financial's IUSV Position: Q2 2026 in Review

Rossby Financial held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 40 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Rossby Financial first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Rossby Financial held 40 shares of iShares Core S&P US Value ETF worth $4.41K as of Q2 2026.
  • Rossby Financial left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1490 holding.
  • Rossby Financial first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.