Signature Equity Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Signature Equity Partners’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	$14.3K	Hold	130	–	–	0.01%	743
2026 Q1	$13.3K	Buy	130 +1	+0.8%	+$105	0.01%	741
2025 Q4	$13.3K	Buy	+129	New	+$13.1K	0.01%	764

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 22.9% 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

Signature Equity Partners's IUSV Position: Q2 2026 in Review

Signature Equity Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 130 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #743.

Signature Equity Partners first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Signature Equity Partners held 130 shares of iShares Core S&P US Value ETF worth $14.3K as of Q2 2026.
Signature Equity Partners left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of Signature Equity Partners's portfolio in Q2 2026, its #743 holding.
Signature Equity Partners first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.