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

CBIZ 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	$136K	Hold	1,329	–	–	0.01%	50
2026 Q1	$136K	Hold	1,329	–	–	0.01%	50
2025 Q4	$136K	Buy	1,329 +100	+8%	+$10.1K	0.01%	71
2025 Q3	$123K	Hold	1,229	–	–	﹤0.01%	68
2025 Q2	$116K	Hold	1,229	–	–	0.01%	69
2025 Q1	$113K	Hold	1,229	–	–	0.01%	68
2024 Q4	$114K	Sell	1,229 -135	-10%	-$13K	0.01%	69
2024 Q3	$130K	Hold	1,364	–	–	0.01%	59
2024 Q2	$120K	Hold	1,364	–	–	0.01%	62
2024 Q1	$123K	Buy	+1,364	New	+$117K	0.01%	63

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

CBIZ Investment Advisory Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 1,329 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #50.

CBIZ Investment Advisory Services first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $136K in Q4 2025. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

CBIZ Investment Advisory Services held 1,329 shares of iShares Core S&P US Value ETF worth $136K as of Q2 2026.
CBIZ 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 CBIZ Investment Advisory Services's portfolio in Q2 2026, its #50 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's iShares Core S&P US Value ETF position peaked at $136K in Q4 2025.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.