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Rossmore Private Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Rossmore Private Capital’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 		$96.9K Hold
880
– – 0.01% 323
2026
Q1 		$90K Hold
880
– – 0.01% 309
2025
Q4 		$90.2K Hold
880
– – 0.01% 309
2025
Q3 		$88K Buy
+880
New +$85.7K 0.01% 278

Other funds holding IUSV

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Rossmore Private Capital's IUSV Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 880 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #323.

Rossmore Private Capital first reported a position in IUSV in Q3 2025 and has held it in 4 quarters since. 493 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Rossmore Private Capital held 880 shares of iShares Core S&P US Value ETF worth $96.9K as of Q2 2026.
  • Rossmore Private Capital 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 Rossmore Private Capital's portfolio in Q2 2026, its #323 holding.
  • Rossmore Private Capital first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 493 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.