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Cahill Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cahill Financial 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
Q2 		$2.44M Buy
22,152
+69
+0.3% +$7.47K 0.23% 73
2026
Q1 		$2.26M Buy
22,083
+67
+0.3% +$7.03K 0.24% 72
2025
Q4 		$2.26M Buy
22,016
+40
+0.2% +$4.06K 0.25% 70
2025
Q3 		$2.2M Buy
21,976
+55
+0.3% +$5.35K 0.25% 70
2025
Q2 		$2.07M Buy
21,921
+89
+0.4% +$8.03K 0.26% 70
2025
Q1 		$2.01M Buy
21,832
+80
+0.4% +$7.51K 0.27% 66
2024
Q4 		$2.01M Buy
21,752
+539
+3% +$51.8K 0.27% 70
2024
Q3 		$2.03M Buy
21,213
+421
+2% +$38.7K 0.28% 67
2024
Q2 		$1.83M Buy
20,792
+3,022
+17% +$266K 0.25% 78
2024
Q1 		$1.61M Buy
17,770
+75
+0.4% +$6.46K 0.22% 86
2023
Q4 		$1.49M Buy
17,695
+216
+1% +$16.8K 0.22% 88
2023
Q3 		$1.3M Buy
17,479
+39
+0.2% +$3.06K 0.22% 97
2023
Q2 		$1.36M Buy
17,440
+97
+0.6% +$7.24K 0.22% 94
2023
Q1 		$1.28M Buy
17,343
+118
+0.7% +$8.69K 0.23% 100
2022
Q4 		$1.22M Buy
17,225
+5,554
+48% +$386K 0.23% 105
2022
Q3 		$731K Buy
11,671
+3,537
+43% +$244K 0.15% 129
2022
Q2 		$544K Sell
8,134
-434
-5% -$31.2K 0.12% 147
2022
Q1 		$650K Buy
8,568
+257
+3% +$19.3K 0.12% 140
2021
Q4 		$634K Buy
8,311
+42
+0.5% +$3.12K 0.12% 148
2021
Q3 		$586K Buy
8,269
+289
+4% +$21K 0.12% 146
2021
Q2 		$574K Buy
7,980
+29
+0.4% +$2.09K 0.13% 138
2021
Q1 		$548K Buy
7,951
+40
+0.5% +$2.63K 0.13% 130
2020
Q4 		$492K Buy
7,911
+457
+6% +$26.8K 0.12% 133
2020
Q3 		$405K Buy
7,454
+54
+0.7% +$2.95K 0.15% 119
2020
Q2 		$387K Buy
+7,400
New +$378K 0.15% 122

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cahill Financial Advisors's IUSV Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.31% in Q2 2026, buying an estimated $7.47K and bringing the position to 22,152 shares worth $2.44M. The position accounts for 0.23% of the portfolio, ranked #73.

Cahill Financial Advisors first reported a position in IUSV in Q2 2020 and has held it in 25 quarters since. 641 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Cahill Financial Advisors held 22,152 shares of iShares Core S&P US Value ETF worth $2.44M as of Q2 2026.
  • Cahill Financial Advisors bought 69 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $7.47K.
  • iShares Core S&P US Value ETF made up 0.23% of Cahill Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Cahill Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.