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

Syon Capital’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	$1.46M	Buy	13,239 +74	+0.6%	+$8.01K	0.06%	230
2026 Q1	$1.35M	Buy	13,165 +848	+7%	+$88.9K	0.07%	228
2025 Q4	$1.26M	Sell	12,317 -21	-0.2%	-$2.13K	0.06%	232
2025 Q3	$1.23M	Sell	12,338 -1,510	-11%	-$147K	0.07%	208
2025 Q2	$1.31M	Sell	13,848 -4,529	-25%	-$409K	0.09%	169
2025 Q1	$1.7M	Sell	18,377 -123	-0.7%	-$11.5K	0.14%	109
2024 Q4	$1.71M	Sell	18,500 -676	-4%	-$65K	0.15%	97
2024 Q3	$1.83M	Sell	19,176 -388	-2%	-$35.7K	0.16%	98
2024 Q2	$1.72M	Sell	19,564 -267	-1%	-$23.5K	0.16%	96
2024 Q1	$1.79M	Sell	19,831 -840	-4%	-$72.3K	0.17%	95
2023 Q4	$1.74M	Sell	20,671 -1,246	-6%	-$97K	0.18%	90
2023 Q3	$1.64M	Buy	+21,917	New	+$1.72M	0.2%	72

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

Syon Capital's IUSV Position: Q2 2026 in Review

Syon Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 0.56% in Q2 2026, buying an estimated $8.01K and bringing the position to 13,239 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #230.

Syon Capital first reported a position in IUSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q3 2024. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Syon Capital held 13,239 shares of iShares Core S&P US Value ETF worth $1.46M as of Q2 2026.
Syon Capital bought 74 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $8.01K.
iShares Core S&P US Value ETF made up 0.06% of Syon Capital's portfolio in Q2 2026, its #230 holding.
Syon Capital first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 12 quarters since.
Syon Capital's iShares Core S&P US Value ETF position peaked at $1.83M in Q3 2024.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.