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SC&H Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

SC&H Financial Advisors’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 		$340K Buy
3,083
+3
+0.1% +$325 0.05% 120
2026
Q1 		$315K Sell
3,080
-15
-0.5% -$1.57K 0.05% 121
2025
Q4 		$317K Buy
3,095
+12
+0.4% +$1.22K 0.05% 120
2025
Q3 		$308K Buy
3,083
+10
+0.3% +$973 0.05% 119
2025
Q2 		$291K Sell
3,073
-38
-1% -$3.43K 0.05% 117
2025
Q1 		$287K Buy
3,111
+9
+0.3% +$845 0.06% 117
2024
Q4 		$287K Buy
3,102
+12
+0.4% +$1.15K 0.06% 117
2024
Q3 		$295K Sell
3,090
-307
-9% -$28.2K 0.06% 121
2024
Q2 		$299K Buy
3,397
+12
+0.4% +$1.06K 0.07% 116
2024
Q1 		$306K Buy
3,385
+12
+0.4% +$1.03K 0.08% 113
2023
Q4 		$284K Buy
3,373
+26
+0.8% +$2.02K 0.08% 112
2023
Q3 		$250K Hold
3,347
– – 0.08% 118
2023
Q2 		$262K Sell
3,347
-195
-6% -$14.6K 0.09% 118
2023
Q1 		$261K Buy
+3,542
New +$261K 0.1% 117
2022
Q2 		– Sell
-2,651
Closed -$201K – 150
2022
Q1 		$201K Buy
+2,651
New +$199K 0.1% 148

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

SC&H Financial Advisors's IUSV Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.1% in Q2 2026, buying an estimated $325 and bringing the position to 3,083 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #120.

SC&H Financial Advisors first reported a position in IUSV in Q1 2022 and has held it in 15 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • SC&H Financial Advisors held 3,083 shares of iShares Core S&P US Value ETF worth $340K as of Q2 2026.
  • SC&H Financial Advisors bought 3 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $325.
  • iShares Core S&P US Value ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • SC&H Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 15 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.