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SJS Investment Consulting’s iShares Core S&P US Value ETF IUSV Stock Holding History

SJS Investment Consulting’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 		$30.1K Sell
273
-228
-46% -$24.7K ﹤0.01% 640
2026
Q1 		$51.2K Buy
+501
New +$52.5K 0.01% 377

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

SJS Investment Consulting's IUSV Position: Q2 2026 in Review

SJS Investment Consulting reduced its iShares Core S&P US Value ETF (IUSV) stake by 46% in Q2 2026, selling an estimated $24.7K and leaving 273 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

SJS Investment Consulting first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $51.2K in Q1 2026. 569 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • SJS Investment Consulting held 273 shares of iShares Core S&P US Value ETF worth $30.1K as of Q2 2026.
  • SJS Investment Consulting sold 228 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $24.7K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #640 holding.
  • SJS Investment Consulting first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • SJS Investment Consulting's iShares Core S&P US Value ETF position peaked at $51.2K in Q1 2026.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.