Avantax Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$30M	Buy	317,175 +5,979	+2%	+$540K	0.16%	96
2025 Q1	$28.7M	Buy	311,196 +5,484	+2%	+$515K	0.17%	92
2024 Q4	$28.3M	Buy	305,712 +7,927	+3%	+$762K	0.18%	88
2024 Q3	$28.4M	Buy	297,785 +2,914	+1%	+$268K	0.19%	84
2024 Q2	$26M	Buy	294,871 +25,423	+9%	+$2.24M	0.19%	83
2024 Q1	$24.4M	Buy	269,448 +6,973	+3%	+$600K	0.22%	70
2023 Q4	$22.1M	Sell	262,475 -24,417	-9%	-$1.9M	0.22%	68
2023 Q3	$21.4M	Sell	286,892 -16,249	-5%	-$1.28M	0.24%	59
2023 Q2	$23.7M	Buy	303,141 +3,212	+1%	+$240K	0.27%	54
2023 Q1	$22.1M	Buy	299,929 +3,947	+1%	+$291K	0.27%	52
2022 Q4	$20.9M	Sell	295,982 -12,723	-4%	-$885K	0.28%	49
2022 Q3	$19.3M	Sell	308,705 -5,237	-2%	-$362K	0.3%	44
2022 Q2	$21M	Buy	313,942 +24,764	+9%	+$1.78M	0.32%	44
2022 Q1	$21.9M	Buy	289,178 +22,972	+9%	+$1.72M	0.3%	48
2021 Q4	$20.3M	Buy	266,206 +7,954	+3%	+$590K	0.31%	49
2021 Q3	$18.3M	Buy	258,252 +14,157	+6%	+$1.03M	0.31%	52
2021 Q2	$17.6M	Buy	244,095 +31,534	+15%	+$2.27M	0.32%	51
2021 Q1	$14.7M	Buy	212,561 +112,081	+112%	+$7.35M	0.31%	53
2020 Q4	$6.25M	Sell	100,480 -17,083	-15%	-$1M	0.15%	110
2020 Q3	$6.38M	Buy	117,563 +30,518	+35%	+$1.67M	0.1%	170
2020 Q2	$4.54M	Sell	87,045 -5,277	-6%	-$269K	0.13%	123
2020 Q1	$4.27M	Buy	92,322 +68,971	+295%	+$3.97M	0.13%	112
2019 Q4	$1.47M	Buy	23,351 +11,621	+99%	+$701K	0.03%	265
2019 Q3	$678K	Buy	11,730 +7,310	+165%	+$416K	0.03%	274
2019 Q2	$250K	Buy	+4,420	New	+$246K	0.01%	434

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Avantax Advisory Services's IUSV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core S&P US Value ETF (IUSV) stake by 1.9% in Q2 2025, buying an estimated $540K and bringing the position to 317,175 shares worth $30M. The position accounts for 0.16% of the portfolio, ranked #96.

Avantax Advisory Services first reported a position in IUSV in Q2 2019 and has held it in 25 quarters since. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

Avantax Advisory Services held 317,175 shares of iShares Core S&P US Value ETF worth $30M as of Q2 2025.
Avantax Advisory Services bought 5,979 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $540K.
iShares Core S&P US Value ETF made up 0.16% of Avantax Advisory Services's portfolio in Q2 2025, its #96 holding.
Avantax Advisory Services first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 25 quarters since.
727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.