Sittner & Nelson’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sittner & Nelson’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	$17.4K	Hold	158	–	–	0.01%	394
2026 Q1	$16.2K	Hold	158	–	–	0.01%	405
2025 Q4	$17K	Hold	158	–	–	0.01%	362
2025 Q3	$15.8K	Hold	158	–	–	0.01%	342
2025 Q2	$15K	Hold	158	–	–	0.01%	344
2025 Q1	$14.6K	Hold	158	–	–	0.01%	337
2024 Q4	$14.6K	Hold	158	–	–	0.01%	323
2024 Q3	$15.1K	Hold	158	–	–	0.01%	317
2024 Q2	$13.9K	Hold	158	–	–	0.01%	321
2024 Q1	$14.3K	Hold	158	–	–	0.01%	314
2023 Q4	$13.3K	Hold	158	–	–	0.01%	324
2023 Q3	$11.8K	Hold	158	–	–	0.01%	328
2023 Q2	$12.4K	Hold	158	–	–	0.01%	331
2023 Q1	$11.7K	Hold	158	–	–	0.01%	353
2022 Q4	$11.2K	Hold	158	–	–	0.01%	330
2022 Q3	$10K	Hold	158	–	–	0.01%	329
2022 Q2	$11K	Hold	158	–	–	0.01%	350
2022 Q1	$12K	Buy	+158	New	+$11.8K	0.01%	329

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

Sittner & Nelson's IUSV Position: Q2 2026 in Review

Sittner & Nelson held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 158 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #394.

Sittner & Nelson first reported a position in IUSV in Q1 2022 and has held it in 18 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Sittner & Nelson held 158 shares of iShares Core S&P US Value ETF worth $17.4K as of Q2 2026.
Sittner & Nelson 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 Sittner & Nelson's portfolio in Q2 2026, its #394 holding.
Sittner & Nelson first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 18 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.