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

Summit Wealth Partners’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 		$5.4M Buy
49,048
+140
+0.3% +$15.1K 0.77% 36
2026
Q1 		$5M Buy
48,908
+936
+2% +$98.2K 0.79% 35
2025
Q4 		$4.92M Buy
47,972
+333
+0.7% +$33.8K 0.91% 31
2025
Q3 		$4.76M Sell
47,639
-182
-0.4% -$17.7K 0.86% 32
2025
Q2 		$4.53M Buy
47,821
+7,480
+19% +$675K 0.86% 30
2025
Q1 		$3.72M Buy
40,341
+3,907
+11% +$367K 0.76% 32
2024
Q4 		$3.37M Buy
36,434
+1,994
+6% +$192K 0.69% 36
2024
Q3 		$3.29M Buy
34,440
+513
+2% +$47.2K 0.63% 38
2024
Q2 		$2.99M Buy
33,927
+708
+2% +$62.4K 0.62% 37
2024
Q1 		$3M Buy
33,219
+10
+0% +$861 0.64% 36
2023
Q4 		$2.8M Buy
33,209
+433
+1% +$33.7K 0.65% 35
2023
Q3 		$2.45M Buy
32,776
+6,700
+26% +$526K 0.62% 35
2023
Q2 		$2.04M Sell
26,076
-247
-0.9% -$18.4K 0.51% 40
2023
Q1 		$1.94M Sell
26,323
-606
-2% -$44.6K 0.5% 39
2022
Q4 		$1.9M Buy
26,929
+156
+0.6% +$10.8K 0.5% 39
2022
Q3 		$1.68M Buy
26,773
+183
+0.7% +$12.6K 0.47% 39
2022
Q2 		$1.78M Buy
26,590
+2,351
+10% +$169K 0.48% 37
2022
Q1 		$1.84M Buy
24,239
+117
+0.5% +$8.77K 0.42% 38
2021
Q4 		$1.84M Buy
24,122
+2,194
+10% +$163K 0.39% 37
2021
Q3 		$1.55M Buy
21,928
+280
+1% +$20.3K 0.37% 44
2021
Q2 		$1.56M Buy
21,648
+2,007
+10% +$144K 0.37% 44
2021
Q1 		$1.35M Buy
19,641
+99
+0.5% +$6.5K 0.35% 47
2020
Q4 		$1.22M Sell
19,542
-50
-0.3% -$2.93K 0.33% 49
2020
Q3 		$1.06M Buy
19,592
+141
+0.7% +$7.71K 0.32% 55
2020
Q2 		$1.02M Buy
19,451
+111
+0.6% +$5.67K 0.33% 54
2020
Q1 		$893K Sell
19,340
-65
-0.3% -$3.74K 0.36% 44
2019
Q4 		$1.22M Buy
+19,405
New +$1.17M 0.42% 41

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 Wealth Partners's IUSV Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 0.29% in Q2 2026, buying an estimated $15.1K and bringing the position to 49,048 shares worth $5.4M. The position accounts for 0.77% of the portfolio, ranked #36.

Summit Wealth Partners first reported a position in IUSV in Q4 2019 and has held it in 27 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Summit Wealth Partners held 49,048 shares of iShares Core S&P US Value ETF worth $5.4M as of Q2 2026.
  • Summit Wealth Partners bought 140 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $15.1K.
  • iShares Core S&P US Value ETF made up 0.77% of Summit Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Summit Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.