TWA
IUSV icon

Talisman Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Talisman Wealth Advisors’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 		– Sell
-7,705
Closed -$788K – 126
2026
Q1 		$788K Sell
7,705
-1,445
-16% -$152K 0.63% 43
2025
Q4 		$939K Buy
9,150
+19
+0.2% +$1.93K 0.73% 39
2025
Q3 		$913K Buy
9,131
+208
+2% +$20.2K 0.76% 39
2025
Q2 		$844K Buy
8,923
+62
+0.7% +$5.6K 0.77% 37
2025
Q1 		$818K Sell
8,861
-30
-0.3% -$2.81K 0.84% 33
2024
Q4 		$823K Sell
8,891
-392
-4% -$37.7K 0.87% 33
2024
Q3 		$884K Buy
9,283
+26
+0.3% +$2.39K 0.93% 31
2024
Q2 		$816K Buy
9,257
+134
+1% +$11.8K 0.94% 35
2024
Q1 		$825K Sell
9,123
-246
-3% -$21.2K 1.04% 32
2023
Q4 		$790K Sell
9,369
-14
-0.1% -$1.09K 1.17% 26
2023
Q3 		$700K Buy
9,383
+58
+0.6% +$4.55K 1.21% 26
2023
Q2 		$730K Buy
9,325
+288
+3% +$21.5K 1.25% 25
2023
Q1 		$667K Buy
9,037
+24
+0.3% +$1.77K 1.21% 24
2022
Q4 		$637K Buy
+9,013
New +$627K 1.35% 26

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

Talisman Wealth Advisors's IUSV Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 7,705 shares — an estimated $788K sold.

Talisman Wealth Advisors first reported a position in IUSV in Q4 2022 and held it in 14 quarters. The position peaked at $939K in Q4 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 7,705 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $788K.
  • Talisman Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 14 quarters.
  • Talisman Wealth Advisors's iShares Core S&P US Value ETF position peaked at $939K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.