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Vision Retirement’s iShares Core S&P US Value ETF IUSV Stock Holding History

Vision Retirement’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 		$43.8K Buy
397
+1
+0.3% +$108 0.01% 240
2026
Q1 		$40.5K Buy
396
+2
+0.5% +$210 0.01% 242
2025
Q4 		$40.4K Buy
+394
New +$40K 0.01% 258

Other funds holding IUSV

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vision Retirement's IUSV Position: Q2 2026 in Review

Vision Retirement increased its iShares Core S&P US Value ETF (IUSV) stake by 0.25% in Q2 2026, buying an estimated $108 and bringing the position to 397 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #240.

Vision Retirement first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 779 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Vision Retirement held 397 shares of iShares Core S&P US Value ETF worth $43.8K as of Q2 2026.
  • Vision Retirement bought 1 iShares Core S&P US Value ETF share in Q2 2026, an estimated $108.
  • iShares Core S&P US Value ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #240 holding.
  • Vision Retirement first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 779 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.