RF
IUSV icon

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

Roxbury 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 		$307K Buy
2,784
+4
+0.1% +$433 0.24% 81
2026
Q1 		$284K Sell
2,780
-28
-1% -$2.94K 0.26% 72
2025
Q4 		$288K Sell
2,808
-80
-3% -$8.11K 0.26% 68
2025
Q3 		$289K Sell
2,888
-117
-4% -$11.4K 0.27% 68
2025
Q2 		$284K Buy
3,005
+84
+3% +$7.58K 0.28% 68
2025
Q1 		$279K Sell
2,921
-41
-1% -$3.85K 0.27% 72
2024
Q4 		$296K Buy
+2,962
New +$285K 0.29% 69

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Roxbury Financial's IUSV Position: Q2 2026 in Review

Roxbury Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 0.14% in Q2 2026, buying an estimated $433 and bringing the position to 2,784 shares worth $307K. The position accounts for 0.24% of the portfolio, ranked #81.

Roxbury Financial first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Roxbury Financial held 2,784 shares of iShares Core S&P US Value ETF worth $307K as of Q2 2026.
  • Roxbury Financial bought 4 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $433.
  • iShares Core S&P US Value ETF made up 0.24% of Roxbury Financial's portfolio in Q2 2026, its #81 holding.
  • Roxbury Financial first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.