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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
Q2 		$85.6K Buy
777
+88
+13% +$9.52K ﹤0.01% 941
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 $1.55T 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

Ancora Advisors's IUSV Position: Q2 2026 in Review

Ancora Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 13% in Q2 2026, buying an estimated $9.52K and bringing the position to 777 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Ancora Advisors first reported a position in IUSV in Q2 2020 and has held it in 22 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Ancora Advisors held 777 shares of iShares Core S&P US Value ETF worth $85.6K as of Q2 2026.
  • Ancora Advisors bought 88 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $9.52K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #941 holding.
  • Ancora Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 22 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.