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Tred Avon Family Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Tred Avon Family Wealth’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 		$327K Buy
2,973
+238
+9% +$25.8K 0.1% 222
2026
Q1 		$280K Buy
+2,735
New +$287K 0.09% 230

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
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Tred Avon Family Wealth's IUSV Position: Q2 2026 in Review

Tred Avon Family Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 8.7% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,973 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #222.

Tred Avon Family Wealth first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Tred Avon Family Wealth held 2,973 shares of iShares Core S&P US Value ETF worth $327K as of Q2 2026.
  • Tred Avon Family Wealth bought 238 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Core S&P US Value ETF made up 0.1% of Tred Avon Family Wealth's portfolio in Q2 2026, its #222 holding.
  • Tred Avon Family Wealth first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.