SCS Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

SCS Capital Management’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	$6.21M	Hold	56,387	–	–	0.06%	140
2026 Q1	$5.77M	Hold	56,387	–	–	0.06%	133
2025 Q4	$5.78M	Sell	56,387 -47	-0.1%	-$4.77K	0.06%	138
2025 Q3	$5.64M	Sell	56,434 -261	-0.5%	-$25.4K	0.06%	145
2025 Q2	$5.37M	Sell	56,695 -1,151	-2%	-$104K	0.06%	155
2025 Q1	$5.34M	Buy	+57,846	New	+$5.43M	0.07%	119

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

SCS Capital Management's IUSV Position: Q2 2026 in Review

SCS Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 56,387 shares worth $6.21M. The position accounts for 0.06% of the portfolio, ranked #140.

SCS Capital Management first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

SCS Capital Management held 56,387 shares of iShares Core S&P US Value ETF worth $6.21M as of Q2 2026.
SCS Capital Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.06% of SCS Capital Management's portfolio in Q2 2026, its #140 holding.
SCS Capital Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.