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

Ameritas Advisory Services’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	$5.91M	Sell	57,762 -8,860	-13%	-$929K	0.23%	102
2025 Q4	$6.83M	Sell	66,622 -60,475	-48%	-$6.13M	0.25%	89
2025 Q3	$12.7M	Buy	127,097 +49,099	+63%	+$4.78M	0.83%	23
2025 Q2	$7.38M	Sell	77,998 -59,527	-43%	-$5.37M	0.38%	44
2025 Q1	$12.7M	Sell	137,525 -39,854	-22%	-$3.74M	0.51%	40
2024 Q4	$16.4M	Buy	177,379 +52,054	+42%	+$5.01M	0.57%	37
2024 Q3	$12M	Sell	125,325 -37,466	-23%	-$3.44M	0.52%	39
2024 Q2	$14.3M	Buy	162,791 +30,897	+23%	+$2.72M	0.54%	37
2024 Q1	$11.6M	Buy	131,894 +74,148	+128%	+$6.38M	0.48%	44
2023 Q4	$4.93M	Sell	57,746 -67,599	-54%	-$5.26M	0.27%	84
2023 Q3	$9.32M	Buy	125,345 +42,269	+51%	+$3.32M	0.47%	45
2023 Q2	$6.45M	Sell	83,076 -34,113	-29%	-$2.55M	0.83%	22
2023 Q1	$8.67M	Sell	117,189 -27,454	-19%	-$2.02M	0.43%	45
2022 Q4	$10.2M	Buy	144,643 +33,249	+30%	+$2.31M	0.47%	42
2022 Q3	$6.97M	Buy	111,394 +17,483	+19%	+$1.21M	0.42%	45
2022 Q2	$6.28M	Buy	93,911 +79,813	+566%	+$5.73M	0.36%	57
2022 Q1	$1.07M	Buy	14,098 +5,167	+58%	+$387K	0.04%	322
2021 Q4	$682K	Buy	+8,931	New	+$662K	0.02%	417

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 $7.49B AUM 24.82% 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

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

Ameritas Advisory Services reduced its iShares Core S&P US Value ETF (IUSV) stake by 13% in Q1 2026, selling an estimated $929K and leaving 57,762 shares worth $5.91M. The position accounts for 0.23% of the portfolio, ranked #102.

Ameritas Advisory Services first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.4M in Q4 2024. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Ameritas Advisory Services held 57,762 shares of iShares Core S&P US Value ETF worth $5.91M as of Q1 2026.
Ameritas Advisory Services sold 8,860 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $929K.
iShares Core S&P US Value ETF made up 0.23% of Ameritas Advisory Services's portfolio in Q1 2026, its #102 holding.
Ameritas Advisory Services first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's iShares Core S&P US Value ETF position peaked at $16.4M in Q4 2024.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.