Cerity Partners
IUSV icon

Cerity Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cerity Partners’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 		$7.9M Buy
71,676
+1,549
+2% +$168K 0.01% 879
2026
Q1 		$7.17M Buy
70,127
+36,520
+109% +$3.83M 0.01% 851
2025
Q4 		$3.45M Buy
33,607
+5,245
+18% +$532K 0.01% 1102
2025
Q3 		$2.83M Buy
28,362
+2,045
+8% +$199K ﹤0.01% 1123
2025
Q2 		$2.49M Sell
26,317
-3,784
-13% -$342K ﹤0.01% 1115
2025
Q1 		$2.78M Sell
30,101
-34
-0.1% -$3.19K 0.01% 970
2024
Q4 		$2.79M Buy
30,135
+2,288
+8% +$220K 0.01% 960
2024
Q3 		$2.66M Buy
27,847
+401
+1% +$36.9K 0.01% 964
2024
Q2 		$2.42M Buy
27,446
+6,171
+29% +$544K 0.01% 835
2024
Q1 		$1.89M Buy
21,275
+1,279
+6% +$110K 0.01% 997
2023
Q4 		$1.69M Buy
19,996
+3,082
+18% +$240K 0.01% 810
2023
Q3 		$1.26M Sell
16,914
-2,308
-12% -$181K 0.01% 689
2023
Q2 		$1.5M Buy
19,222
+3,828
+25% +$286K 0.01% 806
2023
Q1 		$1.14M Buy
15,394
+10,193
+196% +$751K ﹤0.01% 922
2022
Q4 		$367K Buy
+5,201
New +$362K ﹤0.01% 1074

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's IUSV Position: Q2 2026 in Review

Cerity Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 2.2% in Q2 2026, buying an estimated $168K and bringing the position to 71,676 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #879.

Cerity Partners first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. 779 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Cerity Partners held 71,676 shares of iShares Core S&P US Value ETF worth $7.9M as of Q2 2026.
  • Cerity Partners bought 1,549 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $168K.
  • iShares Core S&P US Value ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #879 holding.
  • Cerity Partners first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 779 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.