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Sherman Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sherman Asset 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 		$12.6K Sell
114
-126
-53% -$13.6K 0.01% 115
2026
Q1 		$24.5K Hold
240
– – 0.02% 110
2025
Q4 		$24.6K Hold
240
– – 0.02% 116
2025
Q3 		$24K Hold
240
– – 0.02% 117
2025
Q2 		$22.7K Hold
240
– – 0.02% 121
2025
Q1 		$22.1K Buy
+240
New +$22.5K 0.02% 126

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 22.9% 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

Sherman Asset Management's IUSV Position: Q2 2026 in Review

Sherman Asset Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 53% in Q2 2026, selling an estimated $13.6K and leaving 114 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #115.

Sherman Asset Management first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.6K in Q4 2025. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Sherman Asset Management held 114 shares of iShares Core S&P US Value ETF worth $12.6K as of Q2 2026.
  • Sherman Asset Management sold 126 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $13.6K.
  • iShares Core S&P US Value ETF made up 0.01% of Sherman Asset Management's portfolio in Q2 2026, its #115 holding.
  • Sherman Asset Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Sherman Asset Management's iShares Core S&P US Value ETF position peaked at $24.6K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.