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Summit Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Summit Financial’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 		$7.84M Buy
71,180
+14,401
+25% +$1.56M 0.09% 238
2026
Q1 		$5.81M Buy
56,779
+4,047
+8% +$424K 0.07% 276
2025
Q4 		$5.41M Buy
52,732
+856
+2% +$86.8K 0.08% 241
2025
Q3 		$5.18M Buy
51,876
+4,983
+11% +$485K 0.08% 250
2025
Q2 		$4.44M Buy
46,893
+7,094
+18% +$640K 0.1% 174
2025
Q1 		$3.67M Buy
39,799
+5,617
+16% +$527K 0.1% 166
2024
Q4 		$3.16M Buy
34,182
+2,728
+9% +$262K 0.11% 153
2024
Q3 		$3M Sell
31,454
-564
-2% -$51.9K 0.12% 136
2024
Q2 		$2.82M Buy
32,018
+352
+1% +$31K 0.13% 113
2024
Q1 		$2.86M Sell
31,666
-114
-0.4% -$9.81K 0.17% 74
2023
Q4 		$2.68M Buy
31,780
+3,022
+11% +$235K 0.18% 79
2023
Q3 		$2.16M Buy
28,758
+2,880
+11% +$226K 0.16% 84
2023
Q2 		$2.03M Buy
25,878
+1,963
+8% +$147K 0.15% 90
2023
Q1 		$1.76M Sell
23,915
-72
-0.3% -$5.3K 0.15% 70
2022
Q4 		$1.69M Sell
23,987
-819
-3% -$56.9K 0.16% 74
2022
Q3 		$1.55M Sell
24,806
-184
-0.7% -$12.7K 0.15% 74
2022
Q2 		$1.67M Sell
24,990
-877
-3% -$63K 0.16% 66
2022
Q1 		$1.96M Sell
25,867
-599
-2% -$44.9K 0.15% 63
2021
Q4 		$2.02M Buy
26,466
+445
+2% +$33K 0.15% 60
2021
Q3 		$1.84M Buy
26,021
+252
+1% +$18.3K 0.16% 46
2021
Q2 		$1.85M Sell
25,769
-361
-1% -$26K 0.18% 39
2021
Q1 		$1.8M Sell
26,130
-19
-0.1% -$1.25K 0.24% 19
2020
Q4 		$1.63M Buy
26,149
+133
+0.5% +$7.79K 0.23% 22
2020
Q3 		$1.41M Buy
26,016
+373
+1% +$20.4K 0.23% 17
2020
Q2 		$1.34M Sell
25,643
-20,984
-45% -$1.07M 0.24% 16
2020
Q1 		$2.15M Buy
46,627
+4,820
+12% +$277K 0.47% 11
2019
Q4 		$2.63M Sell
41,807
-12,635
-23% -$762K 0.45% 11
2019
Q3 		$3.13M Buy
54,442
+10,928
+25% +$622K 0.53% 12
2019
Q2 		$2.47M Buy
43,514
+8,354
+24% +$465K 0.42% 12
2019
Q1 		$1.93M Buy
35,160
+3,414
+11% +$182K 0.33% 13
2018
Q4 		$1.56M Buy
+31,746
New +$1.69M 0.3% 14

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Summit Financial's IUSV Position: Q2 2026 in Review

Summit Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 25% in Q2 2026, buying an estimated $1.56M and bringing the position to 71,180 shares worth $7.84M. The position accounts for 0.09% of the portfolio, ranked #238.

Summit Financial first reported a position in IUSV in Q4 2018 and has held it in 31 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Summit Financial held 71,180 shares of iShares Core S&P US Value ETF worth $7.84M as of Q2 2026.
  • Summit Financial bought 14,401 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.56M.
  • iShares Core S&P US Value ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #238 holding.
  • Summit Financial first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.