Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cambridge Investment Research 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 		$16.7M Sell
151,715
-59,895
-28% -$6.48M 0.04% 459
2026
Q1 		$21.6M Buy
211,610
+1,453
+0.7% +$152K 0.06% 349
2025
Q4 		$21.5M Sell
210,157
-91,743
-30% -$9.3M 0.06% 340
2025
Q3 		$30.2M Buy
301,900
+9,871
+3% +$961K 0.08% 247
2025
Q2 		$27.6M Buy
292,029
+8,938
+3% +$807K 0.08% 243
2025
Q1 		$26.1M Buy
283,091
+29,384
+12% +$2.76M 0.09% 225
2024
Q4 		$23.5M Buy
253,707
+14,041
+6% +$1.35M 0.08% 246
2024
Q3 		$22.9M Buy
239,666
+72,368
+43% +$6.65M 0.08% 250
2024
Q2 		$14.7M Buy
167,298
+4,480
+3% +$395K 0.05% 350
2024
Q1 		$14.7M Buy
162,818
+24,096
+17% +$2.07M 0.06% 337
2023
Q4 		$11.7M Sell
138,722
-4,235
-3% -$330K 0.05% 349
2023
Q3 		$10.7M Sell
142,957
-514,896
-78% -$40.4M 0.05% 363
2023
Q2 		$51.5M Buy
657,853
+33,778
+5% +$2.52M 0.23% 77
2023
Q1 		$46M Buy
624,075
+375,546
+151% +$27.7M 0.23% 85
2022
Q4 		$17.6M Sell
248,529
-55,258
-18% -$3.84M 0.09% 214
2022
Q3 		$19M Buy
303,787
+4,048
+1% +$279K 0.11% 193
2022
Q2 		$20M Sell
299,739
-123,932
-29% -$8.9M 0.11% 194
2022
Q1 		$32.1M Sell
423,671
-42,327
-9% -$3.17M 0.15% 135
2021
Q4 		$35.6M Buy
465,998
+20,514
+5% +$1.52M 0.16% 126
2021
Q3 		$31.6M Sell
445,484
-363,460
-45% -$26.4M 0.16% 130
2021
Q2 		$58.2M Buy
808,944
+11,155
+1% +$802K 0.28% 66
2021
Q1 		$55M Buy
797,789
+585,727
+276% +$38.4M 0.3% 59
2020
Q4 		$13.2M Buy
212,062
+11,296
+6% +$662K 0.08% 241
2020
Q3 		$10.9M Buy
200,766
+8,261
+4% +$452K 0.07% 252
2020
Q2 		$10.1M Buy
192,505
+25,374
+15% +$1.3M 0.08% 254
2020
Q1 		$7.72M Buy
167,131
+45,592
+38% +$2.62M 0.07% 256
2019
Q4 		$7.66M Buy
121,539
+11,785
+11% +$711K 0.06% 322
2019
Q3 		$6.34M Buy
109,754
+18,008
+20% +$1.02M 0.06% 329
2019
Q2 		$5.2M Buy
91,746
+1,219
+1% +$67.9K 0.05% 373
2019
Q1 		$4.96M Buy
90,527
+6,276
+7% +$335K 0.05% 369
2018
Q4 		$4.14M Buy
84,251
+20,120
+31% +$1.07M 0.05% 381
2018
Q3 		$3.62M Buy
64,131
+10,468
+20% +$585K 0.03% 469
2018
Q2 		$2.88M Buy
53,663
+2,047
+4% +$110K 0.03% 520
2018
Q1 		$2.74M Buy
51,616
+7,508
+17% +$416K 0.03% 524
2017
Q4 		$2.44M Buy
44,108
+7,954
+22% +$428K 0.03% 516
2017
Q3 		$1.89M Buy
36,154
+4,281
+13% +$220K 0.03% 558
2017
Q2 		$1.62M Buy
31,873
+500
+2% +$25.3K 0.02% 596
2017
Q1 		$1.58M Buy
31,373
+9,062
+41% +$456K 0.03% 532
2016
Q4 		$1.1M Buy
22,311
+4,954
+29% +$234K 0.02% 630
2016
Q3 		$800K Buy
17,357
+7,619
+78% +$350K 0.01% 789
2016
Q2 		$436K Buy
9,738
+2,874
+42% +$126K 0.01% 994
2016
Q1 		$295K Buy
+6,864
New +$279K 0.01% 1181

Other funds holding IUSV

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Cambridge Investment Research Advisors's IUSV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 28% in Q2 2026, selling an estimated $6.48M and leaving 151,715 shares worth $16.7M. The position accounts for 0.04% of the portfolio, ranked #459.

Cambridge Investment Research Advisors first reported a position in IUSV in Q1 2016 and has held it in 42 quarters since. The position peaked at $58.2M in Q2 2021. 292 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Cambridge Investment Research Advisors held 151,715 shares of iShares Core S&P US Value ETF worth $16.7M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 59,895 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $6.48M.
  • iShares Core S&P US Value ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #459 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2016 and has held it in 42 quarters since.
  • Cambridge Investment Research Advisors's iShares Core S&P US Value ETF position peaked at $58.2M in Q2 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.