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Summit Wealth Group (Colorado)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Summit Wealth Group (Colorado)’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 		$275K Hold
2,493
– – 0.02% 320
2026
Q1 		$255K Hold
2,493
– – 0.03% 284
2025
Q4 		$256K Buy
+2,493
New +$253K 0.03% 230
2025
Q3 		– Sell
-2,493
Closed -$236K – 362
2025
Q2 		$236K Buy
+2,493
New +$225K 0.06% 212

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IUSV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,493 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #320.

Summit Wealth Group (Colorado) first reported a position in IUSV in Q2 2025 and has held it in 4 quarters since. 364 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,493 shares of iShares Core S&P US Value ETF worth $275K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #320 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.