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YANKCOM Partnership’s iShares Core S&P US Value ETF IUSV Stock Holding History

YANKCOM Partnership’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
Q3 		$4.52K Hold
41
– – ﹤0.01% 300
2026
Q2 		$4.52K Buy
+41
New +$4.44K ﹤0.01% 287

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

YANKCOM Partnership's IUSV Position: Q3 2026 in Review

YANKCOM Partnership held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 41 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

YANKCOM Partnership first reported a position in IUSV in Q2 2026 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • YANKCOM Partnership held 41 shares of iShares Core S&P US Value ETF worth $4.52K as of Q3 2026.
  • YANKCOM Partnership left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of YANKCOM Partnership's portfolio in Q3 2026, its #300 holding.
  • YANKCOM Partnership first reported a position in iShares Core S&P US Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.