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Sound Income Strategies’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sound Income Strategies’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 		$1.14M Sell
10,357
-12
-0.1% -$1.3K 0.05% 198
2026
Q1 		$1.06M Sell
10,369
-102
-1% -$10.7K 0.05% 182
2025
Q4 		$1.1M Buy
10,471
+8,764
+513% +$889K 0.05% 181
2025
Q3 		$171K Sell
1,707
-1,355
-44% -$132K 0.01% 315
2025
Q2 		$290K Buy
3,062
+2,634
+615% +$238K 0.02% 230
2025
Q1 		$39.5K Buy
+428
New +$40.2K ﹤0.01% 559
2024
Q2 		– Sell
-305
Closed -$27.6K – 1437
2024
Q1 		$27.6K Sell
305
-957
-76% -$82.4K ﹤0.01% 539
2023
Q4 		$106K Buy
+1,262
New +$98.3K 0.01% 277

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Sound Income Strategies's IUSV Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.12% in Q2 2026, selling an estimated $1.3K and leaving 10,357 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #198.

Sound Income Strategies first reported a position in IUSV in Q4 2023 and has held it in 8 quarters since. 649 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Sound Income Strategies held 10,357 shares of iShares Core S&P US Value ETF worth $1.14M as of Q2 2026.
  • Sound Income Strategies sold 12 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.3K.
  • iShares Core S&P US Value ETF made up 0.05% of Sound Income Strategies's portfolio in Q2 2026, its #198 holding.
  • Sound Income Strategies first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 649 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.