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TS Financial Group (TSFG)’s iShares Core S&P US Value ETF IUSV Stock Holding History

TS Financial Group (TSFG)’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 		$54K Hold
487
– – 0.01% 358
2026
Q1 		$50K Hold
487
– – 0.01% 344
2025
Q4 		$50K Hold
487
– – 0.01% 339
2025
Q3 		$49K Hold
487
– – 0.01% 344
2025
Q2 		$46K Hold
487
– – 0.01% 342
2025
Q1 		$45K Hold
487
– – 0.01% 328
2024
Q4 		$45K Hold
487
– – 0.01% 306
2024
Q3 		$47K Hold
487
– – 0.01% 300
2024
Q2 		$43K Hold
487
– – 0.01% 288
2024
Q1 		$44K Hold
487
– – 0.01% 284
2023
Q4 		$41K Sell
487
-1,091
-69% -$85K 0.01% 311
2023
Q3 		$118K Hold
1,578
– – 0.04% 175
2023
Q2 		$123K Sell
1,578
-190
-11% -$14.2K 0.05% 168
2023
Q1 		$130K Buy
1,768
+4
+0.2% +$295 0.05% 164
2022
Q4 		$125K Buy
1,764
+5
+0.3% +$348 0.05% 169
2022
Q3 		$110K Buy
1,759
+6
+0.3% +$414 0.05% 164
2022
Q2 		$117K Sell
1,753
-87
-5% -$6.25K 0.05% 161
2022
Q1 		$140K Sell
1,840
-170
-8% -$12.7K 0.05% 160
2021
Q4 		$153K Sell
2,010
-10
-0.5% -$742 0.05% 156
2021
Q3 		$143K Buy
2,020
+277
+16% +$20.1K 0.06% 170
2021
Q2 		$125K Buy
1,743
+1,242
+248% +$89.3K 0.05% 181
2021
Q1 		$35K Sell
501
-54
-10% -$3.54K 0.02% 301
2020
Q4 		$35K Sell
555
-72
-11% -$4.22K 0.02% 297
2020
Q3 		$34K Hold
627
– – 0.02% 272
2020
Q2 		$33K Buy
627
+13
+2% +$664 0.02% 269
2020
Q1 		$28K Hold
614
– – 0.03% 256
2019
Q4 		$39K Buy
614
+405
+194% +$24.4K 0.03% 259
2019
Q3 		$12K Hold
209
– – 0.01% 380
2019
Q2 		$12K Hold
209
– – 0.01% 374
2019
Q1 		$11K Buy
+209
New +$11.2K 0.01% 380

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TS Financial Group (TSFG)'s IUSV Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 487 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #358.

TS Financial Group (TSFG) first reported a position in IUSV in Q1 2019 and has held it in 30 quarters since. The position peaked at $153K in Q4 2021. 333 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • TS Financial Group (TSFG) held 487 shares of iShares Core S&P US Value ETF worth $54K as of Q2 2026.
  • TS Financial Group (TSFG) 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 TS Financial Group (TSFG)'s portfolio in Q2 2026, its #358 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares Core S&P US Value ETF position peaked at $153K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.