SummitPoint Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

SummitPoint Capital 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	$884K	Sell	8,030 -725	-8%	-$78.5K	0.95%	23
2026 Q1	$898K	Buy	+8,755	New	+$918K	1.14%	24

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

SummitPoint Capital Management's IUSV Position: Q2 2026 in Review

SummitPoint Capital Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 8.3% in Q2 2026, selling an estimated $78.5K and leaving 8,030 shares worth $884K. The position accounts for 0.95% of the portfolio, ranked #23.

SummitPoint Capital Management first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $898K in Q1 2026. 806 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

SummitPoint Capital Management held 8,030 shares of iShares Core S&P US Value ETF worth $884K as of Q2 2026.
SummitPoint Capital Management sold 725 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $78.5K.
iShares Core S&P US Value ETF made up 0.95% of SummitPoint Capital Management's portfolio in Q2 2026, its #23 holding.
SummitPoint Capital Management first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
SummitPoint Capital Management's iShares Core S&P US Value ETF position peaked at $898K in Q1 2026.
806 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.