AIC
IUSV icon

Archer Investment Corporation’s iShares Core S&P US Value ETF IUSV Stock Holding History

Archer Investment Corporation’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 		$161K Hold
1,463
– – 0.03% 332
2026
Q1 		$150K Buy
1,463
+1,340
+1,089% +$141K 0.03% 354
2025
Q4 		$12.6K Sell
123
-18
-13% -$1.82K ﹤0.01% 685
2025
Q3 		$14.1K Sell
141
-45
-24% -$4.38K ﹤0.01% 667
2025
Q2 		$17.6K Sell
186
-39
-17% -$3.52K ﹤0.01% 620
2025
Q1 		$20.7K Buy
225
+1
+0.4% +$94 0.01% 580
2024
Q4 		$20.8K Buy
224
+61
+37% +$5.87K 0.01% 576
2024
Q3 		$15.6K Buy
163
+32
+24% +$2.94K ﹤0.01% 612
2024
Q2 		$11.5K Buy
131
+62
+90% +$5.46K ﹤0.01% 635
2024
Q1 		$6.24K Hold
69
– – ﹤0.01% 735
2023
Q4 		$5.82K Hold
69
– – ﹤0.01% 757
2023
Q3 		$5.15K Hold
69
– – ﹤0.01% 743
2023
Q2 		$5.4K Hold
69
– – ﹤0.01% 730
2023
Q1 		$5.09K Hold
69
– – ﹤0.01% 656
2022
Q4 		$4.87K Hold
69
– – ﹤0.01% 631
2022
Q3 		$4.32K Hold
69
– – ﹤0.01% 615
2022
Q2 		$4.62K Hold
69
– – ﹤0.01% 619
2022
Q1 		$5.22K Buy
69
+24
+53% +$1.8K ﹤0.01% 609
2021
Q4 		$3.44K Hold
45
– – ﹤0.01% 644
2021
Q3 		$3.19K Buy
+45
New +$3.27K ﹤0.01% 615
2021
Q2 		– Sell
-45
Closed -$3.1K – 624
2021
Q1 		$3.1K Hold
45
– – ﹤0.01% 643
2020
Q4 		$2.8K Hold
45
– – ﹤0.01% 617
2020
Q3 		$2.44K Hold
45
– – ﹤0.01% 562
2020
Q2 		$2.35K Buy
+45
New +$2.3K ﹤0.01% 551
2019
Q3 		– Sell
-748
Closed -$42K – 518
2019
Q2 		$42K Buy
+748
New +$41.7K 0.03% 247

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Archer Investment Corporation's IUSV Position: Q2 2026 in Review

Archer Investment Corporation held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 1,463 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #332.

Archer Investment Corporation first reported a position in IUSV in Q2 2019 and has held it in 25 quarters since. 641 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Archer Investment Corporation held 1,463 shares of iShares Core S&P US Value ETF worth $161K as of Q2 2026.
  • Archer Investment Corporation left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.03% of Archer Investment Corporation's portfolio in Q2 2026, its #332 holding.
  • Archer Investment Corporation first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 25 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.