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

Summit Wealth & Retirement Planning’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 		$258K Hold
2,345
– – 0.05% 94
2026
Q1 		$240K Hold
2,345
– – 0.06% 96
2025
Q4 		$240K Hold
2,345
– – 0.06% 100
2025
Q3 		$234K Hold
2,345
– – 0.06% 95
2025
Q2 		$222K Hold
2,345
– – 0.06% 94
2025
Q1 		$216K Hold
2,345
– – 0.07% 72
2024
Q4 		$217K Hold
2,345
– – 0.07% 70
2024
Q3 		$224K Hold
2,345
– – 0.07% 65
2024
Q2 		$207K Hold
2,345
– – 0.07% 64
2024
Q1 		$212K Buy
+2,345
New +$202K 0.08% 63

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 & Retirement Planning's IUSV Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,345 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #94.

Summit Wealth & Retirement Planning first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Summit Wealth & Retirement Planning held 2,345 shares of iShares Core S&P US Value ETF worth $258K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #94 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.