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Salomon & Ludwin’s iShares Core S&P US Value ETF IUSV Stock Holding History

Salomon & Ludwin’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 		$10.3K Sell
93
-4
-4% -$433 ﹤0.01% 1569
2026
Q1 		$9.95K Hold
97
– – ﹤0.01% 1524
2025
Q4 		$10.1K Hold
97
– – ﹤0.01% 1434
2025
Q3 		$9.76K Hold
97
– – ﹤0.01% 1315
2025
Q2 		$9.3K Hold
97
– – ﹤0.01% 492
2025
Q1 		$8.95K Hold
97
– – ﹤0.01% 464
2024
Q4 		$8.98K Sell
97
-5
-5% -$481 ﹤0.01% 456
2024
Q3 		$9.74K Hold
102
– – ﹤0.01% 458
2024
Q2 		$8.99K Hold
102
– – ﹤0.01% 457
2024
Q1 		$9.22K Hold
102
– – ﹤0.01% 564
2023
Q4 		$7.61K Hold
102
– – ﹤0.01% 527
2023
Q3 		$7.61K Buy
+102
New +$8.01K ﹤0.01% 525

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

Salomon & Ludwin's IUSV Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.1% in Q2 2026, selling an estimated $433 and leaving 93 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Salomon & Ludwin first reported a position in IUSV in Q3 2023 and has held it in 12 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Salomon & Ludwin held 93 shares of iShares Core S&P US Value ETF worth $10.3K as of Q2 2026.
  • Salomon & Ludwin sold 4 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $433.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1569 holding.
  • Salomon & Ludwin first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.