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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
Q2 		$4.52K Buy
+41
New +$4.44K ﹤0.01% 287

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

YANKCOM Partnership's IUSV Position: Q2 2026 in Review

YANKCOM Partnership opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 41 shares worth $4.52K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings.

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

  • YANKCOM Partnership held 41 shares of iShares Core S&P US Value ETF worth $4.52K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new YANKCOM Partnership position in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of YANKCOM Partnership's portfolio in Q2 2026, its #287 holding.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.