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Townsend Financial Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Townsend Financial 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 		$7.27M Sell
66,032
-34
-0.1% -$3.68K 6.34% 5
2026
Q1 		$6.76M Buy
66,066
+1,672
+3% +$175K 6.54% 5
2025
Q4 		$6.6M Buy
+64,394
New +$6.53M 6.61% 5

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 22.9% 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

Townsend Financial Planning's IUSV Position: Q2 2026 in Review

Townsend Financial Planning reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.05% in Q2 2026, selling an estimated $3.68K and leaving 66,032 shares worth $7.27M. The position accounts for 6.34% of the portfolio, ranked #5.

Townsend Financial Planning first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Townsend Financial Planning held 66,032 shares of iShares Core S&P US Value ETF worth $7.27M as of Q2 2026.
  • Townsend Financial Planning sold 34 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.68K.
  • iShares Core S&P US Value ETF made up 6.34% of Townsend Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Townsend Financial Planning first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Townsend Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.