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Cambria Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cambria Investment Management’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 		$1.28M Sell
12,513
-936
-7% -$98.2K 0.07% 196
2025
Q4 		$1.38M Buy
+13,449
New +$1.36M 0.08% 202

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 $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Cambria Investment Management's IUSV Position: Q1 2026 in Review

Cambria Investment Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 7% in Q1 2026, selling an estimated $98.2K and leaving 12,513 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #196.

Cambria Investment Management first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.38M in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Cambria Investment Management held 12,513 shares of iShares Core S&P US Value ETF worth $1.28M as of Q1 2026.
  • Cambria Investment Management sold 936 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $98.2K.
  • iShares Core S&P US Value ETF made up 0.07% of Cambria Investment Management's portfolio in Q1 2026, its #196 holding.
  • Cambria Investment Management first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Cambria Investment Management's iShares Core S&P US Value ETF position peaked at $1.38M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.