AA
IUSV icon

Ancora Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ancora Advisors’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 		$70.5K Hold
689
– – ﹤0.01% 1018
2025
Q4 		$70.7K Buy
689
+255
+59% +$25.9K ﹤0.01% 1026
2025
Q3 		$43.4K Hold
434
– – ﹤0.01% 1061
2025
Q2 		$41.1K Hold
434
– – ﹤0.01% 1066
2025
Q1 		$40.1K Hold
434
– – ﹤0.01% 1052
2024
Q4 		$40.2K Hold
434
– – ﹤0.01% 1046
2024
Q3 		$41.4K Sell
434
-174
-29% -$16K ﹤0.01% 1033
2024
Q2 		$53.6K Buy
608
+174
+40% +$15.3K ﹤0.01% 928
2024
Q1 		$39.3K Sell
434
-21
-5% -$1.81K ﹤0.01% 1016
2023
Q4 		$38.4K Buy
455
+416
+1,067% +$32.4K ﹤0.01% 1007
2023
Q3 		$2.91K Hold
39
– – ﹤0.01% 1455
2023
Q2 		$3.05K Buy
+39
New +$2.91K ﹤0.01% 1444
2023
Q1 		– Sell
-138
Closed -$10K – 2000
2022
Q4 		$10K Buy
138
+20
+17% +$1.39K ﹤0.01% 1332
2022
Q3 		$7K Hold
118
– – ﹤0.01% 1575
2022
Q2 		$8K Sell
118
-73
-38% -$5.24K ﹤0.01% 1657
2022
Q1 		$14K Hold
191
– – ﹤0.01% 1643
2021
Q4 		$15K Buy
191
+8
+4% +$593 ﹤0.01% 1667
2021
Q3 		$13K Hold
183
– – ﹤0.01% 1610
2021
Q2 		$13K Buy
183
+20
+12% +$1.44K ﹤0.01% 1469
2021
Q1 		$11K Buy
+163
New +$10.7K ﹤0.01% 1429
2020
Q3 		– Sell
-223
Closed -$12K – 1420
2020
Q2 		$12K Buy
+223
New +$11.4K ﹤0.01% 1081

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Ancora Advisors's IUSV Position: Q1 2026 in Review

Ancora Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 689 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Ancora Advisors first reported a position in IUSV in Q2 2020 and has held it in 21 quarters since. The position peaked at $70.7K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Ancora Advisors held 689 shares of iShares Core S&P US Value ETF worth $70.5K as of Q1 2026.
  • Ancora Advisors left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1018 holding.
  • Ancora Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 21 quarters since.
  • Ancora Advisors's iShares Core S&P US Value ETF position peaked at $70.7K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.