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

Zhang 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	$454K	Hold	4,121	–	–	0.01%	274
2026 Q1	$421K	Hold	4,121	–	–	0.01%	268
2025 Q4	$423K	Buy	+4,121	New	+$418K	0.02%	234
2024 Q1	–	Sell	-4,361	Closed	-$368K	–	269
2023 Q4	$368K	Buy	+4,361	New	+$340K	0.03%	203
2017 Q3	–	Sell	-3,983	Closed	-$203K	–	82
2017 Q2	$203K	Buy	+3,983	New	+$201K	0.11%	72
2015 Q3	–	Sell	-5,673	Closed	-$255K	–	70
2015 Q2	$255K	Hold	5,673	–	–	0.16%	60
2015 Q1	$255K	Buy	5,673 +6	+0.1%	+$271	0.16%	60
2014 Q4	$258K	Buy	5,667 +9	+0.2%	+$399	0.17%	57
2014 Q3	$246K	Buy	5,658 +12	+0.2%	+$528	0.17%	56
2014 Q2	$249K	Buy	+5,646	New	+$241K	0.17%	54

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

BEI

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

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

AOI

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial's IUSV Position: Q2 2026 in Review

Zhang Financial held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,121 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #274.

Zhang Financial first reported a position in IUSV in Q2 2014 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Zhang Financial held 4,121 shares of iShares Core S&P US Value ETF worth $454K as of Q2 2026.
Zhang Financial left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #274 holding.
Zhang Financial first reported a position in iShares Core S&P US Value ETF in Q2 2014 and has held it in 10 quarters since.
371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.