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Teamwork Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Teamwork Financial 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 		$211K Buy
+1,913
New +$207K 0.02% 191
2020
Q3 		– Sell
-5,680
Closed -$297K – 198
2020
Q2 		$297K Buy
+5,680
New +$290K 0.11% 144

Other funds holding IUSV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Teamwork Financial Advisors's IUSV Position: Q2 2026 in Review

Teamwork Financial Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,913 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings. This is a return to the name: Teamwork Financial Advisors previously reported a position in IUSV as recently as Q2 2020.

Teamwork Financial Advisors first reported a position in IUSV in Q2 2020 and has held it in 2 quarters since. The position peaked at $297K in Q2 2020. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Teamwork Financial Advisors held 1,913 shares of iShares Core S&P US Value ETF worth $211K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Teamwork Financial Advisors position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #191 holding.
  • Teamwork Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 2 quarters since.
  • Teamwork Financial Advisors's iShares Core S&P US Value ETF position peaked at $297K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.