Auto-Owners Insurance’s iShares Core S&P US Value ETF IUSV Stock Holding History

Auto-Owners Insurance’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	$95.2M	Sell	864,000 -490,000	-36%	-$53M	2.15%	11
2026 Q1	$139M	Hold	1,354,000	–	–	2.9%	9
2025 Q4	$139M	Buy	1,354,000 +490,000	+57%	+$49.7M	2.92%	9
2025 Q3	$86.1M	Hold	864,000	–	–	2.22%	12
2025 Q2	$81.8M	Buy	864,000 +350,200	+68%	+$31.6M	1.82%	13
2025 Q1	$48M	Sell	513,800 -840,200	-62%	-$78.9M	1.27%	18
2024 Q4	$125M	Buy	1,354,000 +490,000	+57%	+$47.1M	2.85%	9
2024 Q3	$82.4M	Hold	864,000	–	–	2.02%	14
2024 Q2	$76M	Hold	864,000	–	–	2.01%	14
2024 Q1	$78.2M	Hold	864,000	–	–	2.07%	14
2023 Q4	$72.8M	Hold	864,000	–	–	2.2%	12
2023 Q3	$64.4M	Hold	864,000	–	–	2.15%	13
2023 Q2	$67.5M	Hold	864,000	–	–	2.19%	12
2023 Q1	$59.8M	Hold	864,000	–	–	2.06%	13
2022 Q4	$61M	Buy	+864,000	New	+$60.1M	2.23%	11

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Auto-Owners Insurance's IUSV Position: Q2 2026 in Review

Auto-Owners Insurance reduced its iShares Core S&P US Value ETF (IUSV) stake by 36% in Q2 2026, selling an estimated $53M and leaving 864,000 shares worth $95.2M. The position accounts for 2.15% of the portfolio, ranked #11.

Auto-Owners Insurance first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $139M in Q4 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Auto-Owners Insurance held 864,000 shares of iShares Core S&P US Value ETF worth $95.2M as of Q2 2026.
Auto-Owners Insurance sold 490,000 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $53M.
iShares Core S&P US Value ETF made up 2.15% of Auto-Owners Insurance's portfolio in Q2 2026, its #11 holding.
Auto-Owners Insurance first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's iShares Core S&P US Value ETF position peaked at $139M in Q4 2025.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Auto-Owners Insurance's 13F filing for Q2 2026, filed 15 Jul 2026.