SHIM
IUSV icon

Stone House Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Stone House Investment 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 		$146K Sell
1,325
-3,516
-73% -$380K 0.02% 115
2026
Q1 		$495K Buy
4,841
+38
+0.8% +$3.98K 0.09% 43
2025
Q4 		$493K Buy
4,803
+555
+13% +$56.3K 0.08% 46
2025
Q3 		$425K Buy
4,248
+1
+0% +$97 0.07% 50
2025
Q2 		$402K Sell
4,247
-2,605
-38% -$235K 0.07% 47
2025
Q1 		$632K Buy
+6,852
New +$643K 0.13% 41

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

Stone House Investment Management's IUSV Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 73% in Q2 2026, selling an estimated $380K and leaving 1,325 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #115.

Stone House Investment Management first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $632K in Q1 2025. 612 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Stone House Investment Management held 1,325 shares of iShares Core S&P US Value ETF worth $146K as of Q2 2026.
  • Stone House Investment Management sold 3,516 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $380K.
  • iShares Core S&P US Value ETF made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #115 holding.
  • Stone House Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Stone House Investment Management's iShares Core S&P US Value ETF position peaked at $632K in Q1 2025.
  • 612 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.