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IUSV icon

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

Advisornet 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 		– Sell
-64
Closed -$6.54K – 2332
2026
Q1 		$6.54K Buy
+64
New +$6.71K ﹤0.01% 1667
2023
Q1 		– Sell
-43
Closed -$3.04K – 2451
2022
Q4 		$3.04K Buy
+43
New +$2.99K ﹤0.01% 1578
2022
Q2 		– Sell
-706
Closed -$54K – 2006
2022
Q1 		$54K Sell
706
-8,777
-93% -$658K ﹤0.01% 943
2021
Q4 		$724K Buy
9,483
+402
+4% +$29.8K 0.04% 324
2021
Q3 		$644K Buy
9,081
+770
+9% +$55.9K 0.04% 315
2021
Q2 		$598K Buy
8,311
+2,751
+49% +$198K 0.04% 357
2021
Q1 		$383K Buy
5,560
+4,253
+325% +$279K 0.03% 410
2020
Q4 		$81K Buy
+1,307
New +$76.6K 0.01% 750
2020
Q3 		– Sell
-21,608
Closed -$1.13M – 1802
2020
Q2 		$1.13M Buy
21,608
+21,546
+34,752% +$1.1M 0.09% 197
2020
Q1 		$3K Sell
62
-107
-63% -$6.15K ﹤0.01% 1519
2019
Q4 		$11K Sell
169
-232
-58% -$14K ﹤0.01% 1364
2019
Q3 		$23K Buy
401
+232
+137% +$13.2K ﹤0.01% 1147
2019
Q2 		$10K Hold
169
– – ﹤0.01% 1235
2019
Q1 		$9K Hold
169
– – ﹤0.01% 1204
2018
Q4 		$8K Buy
+169
New +$8.98K ﹤0.01% 1146

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 22.96% 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

Advisornet Financial's IUSV Position: Q2 2026 in Review

Advisornet Financial sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 64 shares — an estimated $6.54K sold.

Advisornet Financial first reported a position in IUSV in Q4 2018 and held it in 15 quarters. The position peaked at $1.13M in Q2 2020. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Advisornet Financial reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 64 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $6.54K.
  • Advisornet Financial first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 15 quarters.
  • Advisornet Financial's iShares Core S&P US Value ETF position peaked at $1.13M in Q2 2020.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.