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Rothschild Investment LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

Rothschild Investment LLC’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 		$16.5K Hold
150
– – ﹤0.01% 1623
2026
Q1 		$15.3K Hold
150
– – ﹤0.01% 1518
2025
Q4 		$15.4K Hold
150
– – ﹤0.01% 1415
2025
Q3 		$15K Hold
150
– – ﹤0.01% 1320
2025
Q2 		$14.2K Hold
150
– – ﹤0.01% 1118
2025
Q1 		$13.8K Hold
150
– – ﹤0.01% 1090
2024
Q4 		$13.9K Hold
150
– – ﹤0.01% 1091
2024
Q3 		$14.3K Buy
+150
New +$13.8K ﹤0.01% 1074

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 22.9% 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

Rothschild Investment LLC's IUSV Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 150 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Rothschild Investment LLC first reported a position in IUSV in Q3 2024 and has held it in 8 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Rothschild Investment LLC held 150 shares of iShares Core S&P US Value ETF worth $16.5K as of Q2 2026.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q2 2026, its #1623 holding.
  • Rothschild Investment LLC first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.