Avestar Capital
IUSV icon

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

Avestar Capital’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
Q3 		– Sell
-3,818
Closed -$421K – 561
2026
Q2 		$421K Buy
+3,818
New +$413K 0.02% 409

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Avestar Capital's IUSV Position: Q3 2026 in Review

Avestar Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2026, closing a stake of 3,818 shares — an estimated $421K sold.

Avestar Capital first reported a position in IUSV in Q2 2026 and held it in 1 quarter. The position peaked at $421K in Q2 2026. 534 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Avestar Capital reported no remaining iShares Core S&P US Value ETF position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 3,818 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $421K.
  • Avestar Capital first reported a position in iShares Core S&P US Value ETF in Q2 2026 and held it in 1 quarter.
  • Avestar Capital's iShares Core S&P US Value ETF position peaked at $421K in Q2 2026.
  • 534 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.