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Central Valley Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Central Valley 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 		$517K Buy
4,698
+4
+0.1% +$433 0.13% 120
2026
Q1 		$480K Buy
+4,694
New +$492K 0.13% 115
2024
Q2 		– Sell
-4,978
Closed -$450K – 161
2024
Q1 		$450K Buy
4,978
+18
+0.4% +$1.55K 0.23% 86
2023
Q4 		$418K Buy
+4,960
New +$386K 0.25% 91

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Central Valley Advisors's IUSV Position: Q2 2026 in Review

Central Valley Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.09% in Q2 2026, buying an estimated $433 and bringing the position to 4,698 shares worth $517K. The position accounts for 0.13% of the portfolio, ranked #120.

Central Valley Advisors first reported a position in IUSV in Q4 2023 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Central Valley Advisors held 4,698 shares of iShares Core S&P US Value ETF worth $517K as of Q2 2026.
  • Central Valley Advisors bought 4 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $433.
  • iShares Core S&P US Value ETF made up 0.13% of Central Valley Advisors's portfolio in Q2 2026, its #120 holding.
  • Central Valley Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.