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Beacon Pointe Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Beacon Pointe 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 		$3.8M Buy
37,129
+24,677
+198% +$2.59M 0.02% 542
2025
Q4 		$1.28M Sell
12,452
-3,159
-20% -$320K 0.01% 755
2025
Q3 		$1.56M Buy
15,611
+4,064
+35% +$396K 0.01% 603
2025
Q2 		$1.09M Sell
11,547
-1,753
-13% -$158K 0.01% 647
2025
Q1 		$1.23M Sell
13,300
-1,478
-10% -$139K 0.01% 578
2024
Q4 		$1.37M Buy
14,778
+114
+0.8% +$11K 0.02% 560
2024
Q3 		$1.4M Buy
14,664
+263
+2% +$24.2K 0.02% 550
2024
Q2 		$1.27M Buy
14,401
+689
+5% +$60.7K 0.02% 581
2024
Q1 		$1.24M Buy
13,712
+1,315
+11% +$113K 0.01% 629
2023
Q4 		$1.05M Sell
12,397
-300,486
-96% -$23.4M 0.01% 651
2023
Q3 		$23.3M Buy
312,883
+12,953
+4% +$1.02M 0.29% 82
2023
Q2 		$23.5M Buy
299,930
+291,840
+3,607% +$21.8M 0.38% 60
2023
Q1 		$597K Sell
8,090
-617
-7% -$45.4K 0.01% 706
2022
Q4 		$615K Buy
8,707
+474
+6% +$33K 0.01% 626
2022
Q3 		$516K Buy
8,233
+3,555
+76% +$245K 0.01% 627
2022
Q2 		$312K Sell
4,678
-4,834
-51% -$347K 0.01% 805
2022
Q1 		$722K Buy
9,512
+2,945
+45% +$221K 0.01% 703
2021
Q4 		$501K Sell
6,567
-750
-10% -$55.6K 0.01% 572
2021
Q3 		$519K Sell
7,317
-470
-6% -$34.1K 0.01% 535
2021
Q2 		$560K Sell
7,787
-265
-3% -$19.1K 0.02% 457
2021
Q1 		$555K Buy
8,052
+1,730
+27% +$114K 0.03% 282
2020
Q4 		$393K Buy
6,322
+670
+12% +$39.3K 0.03% 317
2020
Q3 		$307K Buy
5,652
+913
+19% +$49.9K 0.03% 296
2020
Q2 		$247K Sell
4,739
-2,957
-38% -$151K 0.02% 334
2020
Q1 		$355K Sell
7,696
-1,547
-17% -$89K 0.06% 208
2019
Q4 		$583K Buy
9,243
+5,683
+160% +$343K 0.18% 115
2019
Q3 		$204K Hold
3,560
– – 0.09% 166
2019
Q2 		$203K Sell
3,560
-115
-3% -$6.41K 0.07% 195
2019
Q1 		$202K Buy
+3,675
New +$196K 0.08% 177

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

Beacon Pointe Advisors's IUSV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 198% in Q1 2026, buying an estimated $2.59M and bringing the position to 37,129 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #542.

Beacon Pointe Advisors first reported a position in IUSV in Q1 2019 and has held it in 29 quarters since. The position peaked at $23.5M in Q2 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Beacon Pointe Advisors held 37,129 shares of iShares Core S&P US Value ETF worth $3.8M as of Q1 2026.
  • Beacon Pointe Advisors bought 24,677 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $2.59M.
  • iShares Core S&P US Value ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #542 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's iShares Core S&P US Value ETF position peaked at $23.5M in Q2 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.