XF
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XML Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

XML Financial’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 		$730K Buy
6,624
+33
+0.5% +$3.57K 0.05% 233
2026
Q1 		$674K Buy
6,591
+181
+3% +$19K 0.05% 225
2025
Q4 		$657K Buy
6,410
+253
+4% +$25.7K 0.05% 224
2025
Q3 		$615K Buy
6,157
+437
+8% +$42.5K 0.05% 230
2025
Q2 		$541K Buy
5,720
+175
+3% +$15.8K 0.05% 235
2025
Q1 		$512K Buy
5,545
+1,159
+26% +$109K 0.05% 228
2024
Q4 		$406K Buy
4,386
+592
+16% +$56.9K 0.04% 254
2024
Q3 		$362K Buy
3,794
+371
+11% +$34.1K 0.03% 270
2024
Q2 		$302K Buy
3,423
+344
+11% +$30.3K 0.03% 275
2024
Q1 		$278K Buy
3,079
+109
+4% +$9.38K 0.03% 288
2023
Q4 		$250K Buy
2,970
+29
+1% +$2.26K 0.03% 284
2023
Q3 		$219K Sell
2,941
-59
-2% -$4.63K 0.03% 289
2023
Q2 		$235K Buy
3,000
+199
+7% +$14.9K 0.03% 301
2023
Q1 		$207K Sell
2,801
-383
-12% -$28.2K 0.03% 309
2022
Q4 		$225K Buy
+3,184
New +$221K 0.03% 298

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 22.9% 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

XML Financial's IUSV Position: Q2 2026 in Review

XML Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 0.5% in Q2 2026, buying an estimated $3.57K and bringing the position to 6,624 shares worth $730K. The position accounts for 0.05% of the portfolio, ranked #233.

XML Financial first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • XML Financial held 6,624 shares of iShares Core S&P US Value ETF worth $730K as of Q2 2026.
  • XML Financial bought 33 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Core S&P US Value ETF made up 0.05% of XML Financial's portfolio in Q2 2026, its #233 holding.
  • XML Financial first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.