William Howard & Co Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

William Howard & Co Financial Advisors’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	$887K	Hold	8,056	–	–	0.69%	26
2026 Q1	$824K	Hold	8,056	–	–	0.71%	27
2025 Q4	$826K	Hold	8,056	–	–	0.7%	25
2025 Q3	$805K	Hold	8,056	–	–	0.69%	25
2025 Q2	$762K	Sell	8,056 -464	-5%	-$41.9K	0.67%	25
2025 Q1	$786K	Hold	8,520	–	–	0.74%	23
2024 Q4	$789K	Hold	8,520	–	–	0.71%	25
2024 Q3	$814K	Hold	8,520	–	–	0.69%	23
2024 Q2	$751K	Hold	8,520	–	–	0.69%	22
2024 Q1	$771K	Buy	+8,520	New	+$733K	0.72%	22

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

William Howard & Co Financial Advisors's IUSV Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 8,056 shares worth $887K. The position accounts for 0.69% of the portfolio, ranked #26.

William Howard & Co Financial Advisors first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. 805 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

William Howard & Co Financial Advisors held 8,056 shares of iShares Core S&P US Value ETF worth $887K as of Q2 2026.
William Howard & Co Financial Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.69% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #26 holding.
William Howard & Co Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
805 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.