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 Q3	–	Sell	-4,698	Closed	-$517K	–	180
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Central Valley Advisors's IUSV Position: Q3 2026 in Review

Central Valley Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2026, closing a stake of 4,698 shares — an estimated $517K sold.

Central Valley Advisors first reported a position in IUSV in Q4 2023 and held it in 4 quarters. The position peaked at $517K in Q2 2026. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Central Valley Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 4,698 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $517K.
Central Valley Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 4 quarters.
Central Valley Advisors's iShares Core S&P US Value ETF position peaked at $517K in Q2 2026.
733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.