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TrueWealth Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

TrueWealth Financial Partners’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
-5,659
Closed -$579K – 44
2026
Q1 		$579K Buy
+5,659
New +$593K 0.23% 34

Other funds holding IUSV

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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

TrueWealth Financial Partners's IUSV Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 5,659 shares — an estimated $579K sold.

TrueWealth Financial Partners first reported a position in IUSV in Q1 2026 and held it in 1 quarter. The position peaked at $579K in Q1 2026. 805 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 5,659 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $579K.
  • TrueWealth Financial Partners first reported a position in iShares Core S&P US Value ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares Core S&P US Value ETF position peaked at $579K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.