Certified Advisory Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

Certified Advisory Corp’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	$4.66M	Sell	42,269 -26,473	-39%	-$2.86M	0.38%	73
2026 Q1	$7.03M	Sell	68,742 -45,402	-40%	-$4.76M	0.63%	48
2025 Q4	$11.7M	Sell	114,144 -2,946	-3%	-$299K	1.07%	26
2025 Q3	$11.7M	Sell	117,090 -3,099	-3%	-$302K	1.11%	25
2025 Q2	$11.4M	Buy	120,189 +726	+0.6%	+$65.5K	1.18%	19
2025 Q1	$11M	Sell	119,463 -2,374	-2%	-$223K	1.25%	21
2024 Q4	$11.3M	Buy	121,837 +961	+0.8%	+$92.4K	1.22%	18
2024 Q3	$11.5M	Buy	120,876 +9,385	+8%	+$863K	1.28%	17
2024 Q2	$9.83M	Buy	111,491 +13,907	+14%	+$1.23M	1.23%	19
2024 Q1	$8.83M	Buy	97,584 +2,629	+3%	+$226K	1.23%	18
2023 Q4	$8.01M	Buy	94,955 +3,767	+4%	+$293K	1.21%	19
2023 Q3	$6.8M	Buy	91,188 +456	+0.5%	+$35.8K	1.25%	17
2023 Q2	$7.1M	Sell	90,732 -17,355	-16%	-$1.3M	1.31%	16
2023 Q1	$7.97M	Sell	108,087 -967	-0.9%	-$71.2K	1.42%	16
2022 Q4	$7.7M	Buy	109,054 +289	+0.3%	+$20.1K	1.52%	13
2022 Q3	$6.81M	Buy	108,765 +753	+0.7%	+$52K	1.55%	13
2022 Q2	$7.22M	Buy	108,012 +355	+0.3%	+$25.5K	1.61%	11
2022 Q1	$8.17M	Buy	107,657 +1,452	+1%	+$109K	1.74%	10
2021 Q4	$8.11M	Sell	106,205 -1,492	-1%	-$111K	1.79%	10
2021 Q3	$7.63M	Sell	107,697 -300	-0.3%	-$21.8K	1.85%	10
2021 Q2	$7.77M	Sell	107,997 -292	-0.3%	-$21K	1.95%	10
2021 Q1	$7.46M	Buy	+108,289	New	+$7.11M	1.93%	11
2020 Q2	$2.79M	Sell	53,423 -3,536	-6%	-$181K	0.92%	25
2020 Q1	$2.63M	Buy	56,959 +3,001	+6%	+$173K	1.04%	22
2019 Q4	$3.4M	Buy	53,958 +3,864	+8%	+$233K	1.09%	17
2019 Q3	$2.9M	Buy	50,094 +8,527	+21%	+$485K	1.01%	18
2019 Q2	$2.35M	Buy	41,567 +2,336	+6%	+$130K	0.88%	24
2019 Q1	$2.15M	Buy	39,231 +31,162	+386%	+$1.67M	0.9%	23
2018 Q4	$396K	Buy	8,069 +16	+0.2%	+$851	0.21%	101
2018 Q3	$454K	Sell	8,053 -859	-10%	-$48K	0.21%	95
2018 Q2	$478K	Hold	8,912	–	–	0.27%	86
2018 Q1	$473K	Buy	8,912 +5	+0.1%	+$277	0.28%	87
2017 Q4	$493K	Buy	+8,907	New	+$479K	0.35%	64

Other funds holding IUSV

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

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

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

Certified Advisory Corp's IUSV Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Core S&P US Value ETF (IUSV) stake by 39% in Q2 2026, selling an estimated $2.86M and leaving 42,269 shares worth $4.66M. The position accounts for 0.38% of the portfolio, ranked #73.

Certified Advisory Corp first reported a position in IUSV in Q4 2017 and has held it in 33 quarters since. The position peaked at $11.7M in Q4 2025. 265 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Certified Advisory Corp held 42,269 shares of iShares Core S&P US Value ETF worth $4.66M as of Q2 2026.
Certified Advisory Corp sold 26,473 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.86M.
iShares Core S&P US Value ETF made up 0.38% of Certified Advisory Corp's portfolio in Q2 2026, its #73 holding.
Certified Advisory Corp first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's iShares Core S&P US Value ETF position peaked at $11.7M in Q4 2025.
265 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.