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

Wall Capital Group’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	$1.01M	Buy	+9,161	New	+$991K	0.83%	19

Other funds holding IUSV

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wall Capital Group's IUSV Position: Q2 2026 in Review

Wall Capital Group opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 9,161 shares worth $1.01M. The stake represents 0.83% of the portfolio and ranks #19 among its holdings.

453 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Wall Capital Group held 9,161 shares of iShares Core S&P US Value ETF worth $1.01M as of Q2 2026.
iShares Core S&P US Value ETF was a new Wall Capital Group position in Q2 2026.
iShares Core S&P US Value ETF made up 0.83% of Wall Capital Group's portfolio in Q2 2026, its #19 holding.
453 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.