Truvestments Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Truvestments Capital’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	$71.6K	Hold	650	–	–	0.01%	467
2026 Q1	$66.5K	Hold	650	–	–	0.01%	461
2025 Q4	$66.7K	Hold	650	–	–	0.01%	406
2025 Q3	$65K	Hold	650	–	–	0.01%	407
2025 Q2	$61.5K	Hold	650	–	–	0.01%	364
2025 Q1	$60K	Hold	650	–	–	0.01%	371
2024 Q4	$60.2K	Hold	650	–	–	0.02%	348
2024 Q3	$62.1K	Buy	+650	New	+$59.8K	0.02%	337
2024 Q2	–	Sell	-675	Closed	-$61K	–	455
2024 Q1	$61K	Hold	675	–	–	0.02%	333
2023 Q4	$56.9K	Hold	675	–	–	0.03%	307
2023 Q3	$50.4K	Hold	675	–	–	0.03%	285
2023 Q2	$52.8K	Hold	675	–	–	0.03%	285
2023 Q1	$49.8K	Hold	675	–	–	0.03%	291
2022 Q4	$47.7K	Hold	675	–	–	0.03%	303
2022 Q3	$42K	Hold	675	–	–	0.03%	264
2022 Q2	$45K	Buy	+675	New	+$48.5K	0.03%	268
2022 Q1	–	Sell	-757	Closed	-$58K	–	348
2021 Q4	$58K	Buy	757 +1	+0.1%	+$74	0.03%	253
2021 Q3	$54K	Hold	756	–	–	0.03%	248
2021 Q2	$54K	Hold	756	–	–	0.03%	243
2021 Q1	$52K	Buy	756 +1	+0.1%	+$66	0.03%	276
2020 Q4	$46K	Buy	+755	New	+$44.2K	0.03%	272
2020 Q3	–	Sell	-754	Closed	-$39K	–	429
2020 Q2	$39K	Buy	754 +677	+879%	+$34.6K	0.04%	233
2020 Q1	$3K	Buy	+77	New	+$4.43K	﹤0.01%	450
2019 Q3	–	Sell	-675	Closed	-$38K	–	705
2019 Q2	$38K	Buy	+675	New	+$37.6K	0.03%	317

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Truvestments Capital's IUSV Position: Q2 2026 in Review

Truvestments Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 650 shares worth $71.6K. The position accounts for 0.01% of the portfolio, ranked #467.

Truvestments Capital first reported a position in IUSV in Q2 2019 and has held it in 24 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Truvestments Capital held 650 shares of iShares Core S&P US Value ETF worth $71.6K as of Q2 2026.
Truvestments Capital left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #467 holding.
Truvestments Capital first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 24 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.