UFF
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USA Financial Formulas’s iShares Core S&P US Value ETF IUSV Stock Holding History

USA Financial Formulas’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
-3,371
Closed -$345K – 475
2026
Q1 		$345K Sell
3,371
-2,301
-41% -$241K 0.07% 91
2025
Q4 		$582K Buy
+5,672
New +$575K 0.11% 74

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 22.96% 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

USA Financial Formulas's IUSV Position: Q2 2026 in Review

USA Financial Formulas sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 3,371 shares — an estimated $345K sold.

USA Financial Formulas first reported a position in IUSV in Q4 2025 and held it in 2 quarters. The position peaked at $582K in Q4 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • USA Financial Formulas reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 3,371 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $345K.
  • USA Financial Formulas first reported a position in iShares Core S&P US Value ETF in Q4 2025 and held it in 2 quarters.
  • USA Financial Formulas's iShares Core S&P US Value ETF position peaked at $582K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.