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Atria Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atria Investments’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 		$12.1M Sell
118,551
-50,759
-30% -$5.32M 0.14% 154
2025
Q4 		$17.4M Sell
169,310
-10,633
-6% -$1.08M 0.2% 98
2025
Q3 		$18M Buy
179,943
+2,000
+1% +$195K 0.21% 91
2025
Q2 		$16.8M Sell
177,943
-6,242
-3% -$563K 0.2% 103
2025
Q1 		$17M Buy
184,185
+6,262
+4% +$588K 0.22% 86
2024
Q4 		$16.5M Sell
177,923
-7,784
-4% -$749K 0.21% 99
2024
Q3 		$17.7M Sell
185,707
-248,862
-57% -$22.9M 0.22% 91
2024
Q2 		$38.3M Sell
434,569
-9,649
-2% -$850K 0.5% 32
2024
Q1 		$40.2M Buy
444,218
+50,085
+13% +$4.31M 0.55% 24
2023
Q4 		$33.2M Buy
394,133
+290,301
+280% +$22.6M 0.51% 36
2023
Q3 		$7.75M Buy
103,832
+11,694
+13% +$918K 0.14% 182
2023
Q2 		$7.21M Sell
92,138
-1,140
-1% -$85.1K 0.13% 185
2023
Q1 		$6.88M Sell
93,278
-10,593
-10% -$780K 0.13% 190
2022
Q4 		$7.34M Buy
103,871
+81,021
+355% +$5.63M 0.15% 171
2022
Q3 		$1.43M Sell
22,850
-778
-3% -$53.7K 0.03% 596
2022
Q2 		$1.58M Sell
23,628
-7,934
-25% -$570K 0.03% 578
2022
Q1 		$2.4M Buy
31,562
+933
+3% +$69.9K 0.04% 494
2021
Q4 		$2.34M Sell
30,629
-601
-2% -$44.6K 0.04% 505
2021
Q3 		$2.21M Sell
31,230
-3,470
-10% -$252K 0.04% 484
2021
Q2 		$2.5M Buy
+34,700
New +$2.5M 0.05% 422
2019
Q1 		– Sell
-15,314
Closed -$752K – 986
2018
Q4 		$752K Buy
+15,314
New +$814K 0.03% 377

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

Atria Investments's IUSV Position: Q1 2026 in Review

Atria Investments reduced its iShares Core S&P US Value ETF (IUSV) stake by 30% in Q1 2026, selling an estimated $5.32M and leaving 118,551 shares worth $12.1M. The position accounts for 0.14% of the portfolio, ranked #154.

Atria Investments first reported a position in IUSV in Q4 2018 and has held it in 21 quarters since. The position peaked at $40.2M in Q1 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Atria Investments held 118,551 shares of iShares Core S&P US Value ETF worth $12.1M as of Q1 2026.
  • Atria Investments sold 50,759 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $5.32M.
  • iShares Core S&P US Value ETF made up 0.14% of Atria Investments's portfolio in Q1 2026, its #154 holding.
  • Atria Investments first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 21 quarters since.
  • Atria Investments's iShares Core S&P US Value ETF position peaked at $40.2M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.