Advisory Services Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

Advisory Services Network’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 Q1	$5.72M	Buy	55,927 +41,685	+293%	+$4.37M	0.08%	277
2025 Q4	$1.46M	Sell	14,242 -389	-3%	-$39.4K	0.02%	734
2025 Q3	$1.46M	Sell	14,631 -281	-2%	-$27.4K	0.02%	713
2025 Q2	$1.42M	Sell	14,912 -464	-3%	-$41.9K	0.02%	684
2025 Q1	$1.42M	Sell	15,376 -1,089	-7%	-$102K	0.03%	627
2024 Q4	$1.52M	Sell	16,465 -84,809	-84%	-$8.16M	0.03%	578
2024 Q3	$8.93M	Hold	101,274	–	–	0.18%	113
2024 Q2	$8.93M	Buy	101,274 +2,423	+2%	+$214K	0.18%	113
2024 Q1	$8.94M	Buy	98,851 +3,231	+3%	+$278K	0.2%	105
2023 Q4	$8.06M	Buy	95,620 +1,186	+1%	+$92.4K	0.2%	98
2023 Q3	$7.05M	Buy	94,434 +419	+0.4%	+$32.9K	0.19%	113
2023 Q2	$7.36M	Buy	94,015 +2,103	+2%	+$157K	0.2%	112
2023 Q1	$6.78M	Buy	91,912 +7,543	+9%	+$556K	0.19%	121
2022 Q4	$5.96M	Buy	84,369 +5,891	+8%	+$410K	0.18%	121
2022 Q3	$4.91M	Buy	78,478 +2,101	+3%	+$145K	0.17%	134
2022 Q2	$5.11M	Buy	76,377 +5,796	+8%	+$416K	0.17%	141
2022 Q1	$5.36M	Sell	70,581 -287	-0.4%	-$21.5K	0.16%	150
2021 Q4	$5.41M	Sell	70,868 -1,141	-2%	-$84.6K	0.16%	158
2021 Q3	$5.1M	Sell	72,009 -29,615	-29%	-$2.15M	0.16%	157
2021 Q2	$7.31M	Buy	101,624 +31,317	+45%	+$2.25M	0.23%	92
2021 Q1	$4.84M	Sell	70,307 -821	-1%	-$53.9K	0.18%	138
2020 Q4	$4.42M	Sell	71,128 -33,120	-32%	-$1.94M	0.18%	143
2020 Q3	$5.66M	Sell	104,248 -12,855	-11%	-$703K	0.27%	83
2020 Q2	$6.12M	Buy	117,103 +52,066	+80%	+$2.66M	0.34%	66
2020 Q1	$3M	Sell	65,037 -54,158	-45%	-$3.11M	0.2%	129
2019 Q4	$7.51M	Buy	119,195 +16,682	+16%	+$1.01M	0.4%	43
2019 Q3	$5.81M	Hold	102,513	–	–	0.36%	55
2019 Q2	$5.81M	Buy	102,513 +91,909	+867%	+$5.12M	0.36%	55
2019 Q1	$581K	Sell	10,604 -7,451	-41%	-$398K	0.04%	490
2018 Q4	$887K	Buy	18,055 +10,902	+152%	+$580K	0.08%	335
2018 Q3	$403K	Sell	7,153 -62	-0.9%	-$3.46K	0.03%	571
2018 Q2	$401K	Buy	7,215 +2,512	+53%	+$135K	0.03%	553
2018 Q1	$250K	Sell	4,703 -1,218	-21%	-$67.5K	0.02%	709
2017 Q4	$328K	Sell	5,921 -144	-2%	-$7.74K	0.03%	620
2017 Q3	$318K	Sell	6,065 -12,402	-67%	-$637K	0.04%	515
2017 Q2	$941K	Sell	18,467 -115	-0.6%	-$5.81K	0.12%	233
2017 Q1	$938K	Buy	+18,582	New	+$936K	0.14%	197
2016 Q3	$852K	Sell	18,486 -201	-1%	-$9.22K	0.16%	163
2016 Q2	$836K	Sell	18,687 -216	-1%	-$9.46K	0.19%	138
2016 Q1	$811K	Sell	18,903 -90	-0.5%	-$3.65K	0.22%	117
2015 Q4	$806K	Sell	18,993 -987	-5%	-$42.6K	0.26%	90
2015 Q3	$810K	Sell	19,980 -192	-1%	-$8.29K	0.24%	83
2015 Q2	$912K	Buy	+20,172	New	+$921K	0.27%	79

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Advisory Services Network's IUSV Position: Q1 2026 in Review

Advisory Services Network increased its iShares Core S&P US Value ETF (IUSV) stake by 293% in Q1 2026, buying an estimated $4.37M and bringing the position to 55,927 shares worth $5.72M. The position accounts for 0.08% of the portfolio, ranked #277.

Advisory Services Network first reported a position in IUSV in Q2 2015 and has held it in 43 quarters since. The position peaked at $8.94M in Q1 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Advisory Services Network held 55,927 shares of iShares Core S&P US Value ETF worth $5.72M as of Q1 2026.
Advisory Services Network bought 41,685 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $4.37M.
iShares Core S&P US Value ETF made up 0.08% of Advisory Services Network's portfolio in Q1 2026, its #277 holding.
Advisory Services Network first reported a position in iShares Core S&P US Value ETF in Q2 2015 and has held it in 43 quarters since.
Advisory Services Network's iShares Core S&P US Value ETF position peaked at $8.94M in Q1 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.