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

Atlas Capital 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 		$3.02M Buy
29,547
+630
+2% +$66.1K 0.35% 75
2025
Q4 		$2.97M Buy
+28,917
New +$2.93M 0.33% 73
2025
Q2 		$2.86M Sell
30,176
-6,792
-18% -$613K 0.35% 67
2025
Q1 		$3.41M Buy
36,968
+9,288
+34% +$872K 0.43% 55
2024
Q4 		$2.56M Sell
27,680
-800
-3% -$76.9K 0.33% 62
2024
Q3 		$2.72M Hold
28,480
– – 0.41% 53
2024
Q2 		$2.51M Sell
28,480
-680
-2% -$59.9K 0.33% 66
2024
Q1 		$2.64M Buy
29,160
+400
+1% +$34.4K 0.41% 57
2023
Q4 		$2.43M Buy
28,760
+404
+1% +$31.5K 0.35% 58
2023
Q3 		$2.12M Sell
28,356
-3,902
-12% -$306K 0.35% 59
2023
Q2 		$2.52M Buy
32,258
+2,273
+8% +$170K 0.38% 56
2023
Q1 		$2.21M Sell
29,985
-1,050
-3% -$77.3K 0.35% 59
2022
Q4 		$2.19M Hold
31,035
– – 0.37% 55
2022
Q3 		$1.94M Sell
31,035
-8,003
-21% -$552K 0.35% 59
2022
Q2 		$2.61M Buy
39,038
+3,810
+11% +$274K 0.44% 49
2022
Q1 		$2.67M Sell
35,228
-741
-2% -$55.5K 0.42% 53
2021
Q4 		$2.75M Sell
35,969
-6,176
-15% -$458K 0.41% 57
2021
Q3 		$2.99M Sell
42,145
-6,727
-14% -$489K 0.48% 49
2021
Q2 		$3.52M Buy
48,872
+1,332
+3% +$95.8K 0.59% 42
2021
Q1 		$3.28M Buy
47,540
+739
+2% +$48.5K 0.64% 37
2020
Q4 		$2.91M Buy
46,801
+16,067
+52% +$941K 0.61% 35
2020
Q3 		$1.67M Sell
30,734
-2,987
-9% -$163K 0.4% 55
2020
Q2 		$1.76M Buy
33,721
+2,273
+7% +$116K 0.41% 55
2020
Q1 		$1.45M Buy
31,448
+1,983
+7% +$114K 0.43% 52
2019
Q4 		$1.86M Buy
29,465
+66
+0.2% +$3.98K 0.46% 52
2019
Q3 		$1.7M Sell
29,399
-185
-0.6% -$10.5K 0.51% 43
2019
Q2 		$1.68M Sell
29,584
-924
-3% -$51.5K 0.55% 43
2019
Q1 		$1.67M Sell
30,508
-58
-0.2% -$3.1K 0.6% 36
2018
Q4 		$1.5M Sell
30,566
-8,446
-22% -$449K 0.6% 39
2018
Q3 		$2.21M Buy
39,012
+10,067
+35% +$563K 0.74% 25
2018
Q2 		$1.59M Sell
28,945
-2,366
-8% -$128K 0.56% 40
2018
Q1 		$1.66M Buy
+31,311
New +$1.73M 0.51% 43

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 $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
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

Atlas Capital Advisors's IUSV Position: Q1 2026 in Review

Atlas Capital Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 2.2% in Q1 2026, buying an estimated $66.1K and bringing the position to 29,547 shares worth $3.02M. The position accounts for 0.35% of the portfolio, ranked #75.

Atlas Capital Advisors first reported a position in IUSV in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.52M in Q2 2021. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Atlas Capital Advisors held 29,547 shares of iShares Core S&P US Value ETF worth $3.02M as of Q1 2026.
  • Atlas Capital Advisors bought 630 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $66.1K.
  • iShares Core S&P US Value ETF made up 0.35% of Atlas Capital Advisors's portfolio in Q1 2026, its #75 holding.
  • Atlas Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's iShares Core S&P US Value ETF position peaked at $3.52M in Q2 2021.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.