Shepherd Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Shepherd Wealth 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	$1.17M	Buy	+4,187	New	+$453K	0.65%	18

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

Shepherd Wealth Management's IUSV Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 4,187 shares worth $1.17M. The stake represents 0.65% of the portfolio and ranks #18 among its holdings.

811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Shepherd Wealth Management held 4,187 shares of iShares Core S&P US Value ETF worth $1.17M as of Q2 2026.
iShares Core S&P US Value ETF was a new Shepherd Wealth Management position in Q2 2026.
iShares Core S&P US Value ETF made up 0.65% of Shepherd Wealth Management's portfolio in Q2 2026, its #18 holding.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.