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Capital Investment Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Capital Investment Advisory Services’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 		$119K Hold
1,084
– – 0.01% 787
2026
Q1 		$111K Hold
1,084
– – 0.01% 721
2025
Q4 		$111K Hold
1,084
– – 0.01% 693
2025
Q3 		$108K Hold
1,084
– – 0.01% 670
2025
Q2 		$103K Hold
1,084
– – 0.01% 646
2025
Q1 		$100K Buy
1,084
+71
+7% +$6.66K 0.01% 617
2024
Q4 		$93.8K Hold
1,013
– – 0.01% 576
2024
Q3 		$96.7K Buy
1,013
+125
+14% +$11.5K 0.01% 596
2024
Q2 		$78.3K Hold
888
– – 0.01% 599
2024
Q1 		$80.3K Buy
888
+825
+1,310% +$71K 0.01% 593
2023
Q4 		$5.31K Sell
63
-185
-75% -$14.4K ﹤0.01% 877
2023
Q3 		$18.5K Sell
248
-294
-54% -$23.1K ﹤0.01% 736
2023
Q2 		$42.4K Hold
542
– – ﹤0.01% 620
2023
Q1 		$40K Buy
542
+185
+52% +$13.6K ﹤0.01% 617
2022
Q4 		$25.2K Hold
357
– – ﹤0.01% 681
2022
Q3 		$22K Sell
357
-268
-43% -$18.5K ﹤0.01% 639
2022
Q2 		$42K Buy
625
+357
+133% +$25.6K 0.01% 609
2022
Q1 		$20K Sell
268
-324
-55% -$24.3K ﹤0.01% 696
2021
Q4 		$45K Sell
592
-1,856
-76% -$138K 0.01% 611
2021
Q3 		$174K Sell
2,448
-797
-25% -$57.9K 0.02% 462
2021
Q2 		$234K Buy
+3,245
New +$233K 0.03% 420
2021
Q1 		– Sell
-395
Closed -$25K – 750
2020
Q4 		$25K Buy
+395
New +$23.1K ﹤0.01% 564

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

Capital Investment Advisory Services's IUSV Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 1,084 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #787.

Capital Investment Advisory Services first reported a position in IUSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $234K in Q2 2021. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Capital Investment Advisory Services held 1,084 shares of iShares Core S&P US Value ETF worth $119K as of Q2 2026.
  • Capital Investment Advisory Services left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #787 holding.
  • Capital Investment Advisory Services first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Capital Investment Advisory Services's iShares Core S&P US Value ETF position peaked at $234K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.