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

Viewpoint Capital Management’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
-180
Closed -$18.4K – 125
2026
Q1 		$18.4K Hold
180
– – 0.01% 124
2025
Q4 		$18.5K Hold
180
– – 0.01% 122
2025
Q3 		$18K Hold
180
– – 0.01% 125
2025
Q2 		$17K Hold
180
– – 0.01% 123
2025
Q1 		$16.6K Hold
180
– – 0.01% 128
2024
Q4 		$16.7K Hold
180
– – 0.01% 124
2024
Q3 		$17.1K Hold
180
– – 0.01% 125
2024
Q2 		$15.9K Hold
180
– – 0.01% 126
2024
Q1 		$16.3K Hold
180
– – 0.01% 122
2023
Q4 		$15.2K Hold
180
– – 0.01% 120
2023
Q3 		$13.4K Hold
180
– – 0.01% 115
2023
Q2 		$14.1K Hold
180
– – 0.01% 116
2023
Q1 		$13.3K Hold
180
– – 0.01% 107
2022
Q4 		$12.7K Buy
180
+30
+20% +$2.09K 0.01% 105
2022
Q3 		$9K Hold
150
– – 0.01% 104
2022
Q2 		$10K Hold
150
– – 0.01% 108
2022
Q1 		$11K Hold
150
– – 0.01% 109
2021
Q4 		$11K Buy
+150
New +$11.1K 0.01% 113

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

Viewpoint Capital Management's IUSV Position: Q2 2026 in Review

Viewpoint Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 180 shares — an estimated $18.4K sold.

Viewpoint Capital Management first reported a position in IUSV in Q4 2021 and held it in 18 quarters. The position peaked at $18.5K in Q4 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Viewpoint Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Viewpoint Capital Management sold 180 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $18.4K.
  • Viewpoint Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 18 quarters.
  • Viewpoint Capital Management's iShares Core S&P US Value ETF position peaked at $18.5K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.