Cetera Investment Advisers
IUSV icon

Cetera Investment Advisers’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cetera Investment Advisers’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 		$83.2M Buy
755,194
+44,379
+6% +$4.8M 0.08% 258
2026
Q1 		$72.7M Sell
710,815
-32,785
-4% -$3.44M 0.08% 252
2025
Q4 		$76.2M Sell
743,600
-80,731
-10% -$8.19M 0.08% 227
2025
Q3 		$82.4M Buy
824,331
+345,410
+72% +$33.6M 0.1% 195
2025
Q2 		$45.3M Buy
478,921
+12,078
+3% +$1.09M 0.08% 260
2025
Q1 		$43.1M Buy
466,843
+10,386
+2% +$975K 0.08% 242
2024
Q4 		$42.3M Buy
456,457
+5,424
+1% +$522K 0.09% 231
2024
Q3 		$43.1M Buy
451,033
+6,280
+1% +$577K 0.09% 216
2024
Q2 		$39.2M Buy
444,753
+15,649
+4% +$1.38M 0.09% 218
2024
Q1 		$38.8M Buy
429,104
+294,530
+219% +$25.3M 0.09% 213
2023
Q4 		$11.3M Buy
134,574
+4,945
+4% +$385K 0.09% 193
2023
Q3 		$9.67M Sell
129,629
-5,828
-4% -$457K 0.08% 226
2023
Q2 		$10.6M Buy
135,457
+6,098
+5% +$455K 0.09% 206
2023
Q1 		$9.54M Buy
129,359
+1,385
+1% +$102K 0.08% 226
2022
Q4 		$9.04M Buy
127,974
+3,703
+3% +$257K 0.08% 230
2022
Q3 		$7.78M Buy
124,271
+7,421
+6% +$512K 0.16% 135
2022
Q2 		$7.82M Buy
116,850
+14,083
+14% +$1.01M 0.12% 173
2022
Q1 		$7.8M Sell
102,767
-465
-0.5% -$34.9K 0.11% 198
2021
Q4 		$7.88M Buy
103,232
+15,268
+17% +$1.13M 0.11% 201
2021
Q3 		$6.24M Buy
87,964
+2,230
+3% +$162K 0.1% 224
2021
Q2 		$6.17M Buy
85,734
+13,046
+18% +$938K 0.1% 223
2021
Q1 		$5.01M Sell
72,688
-10,764
-13% -$706K 0.1% 220
2020
Q4 		$5.19M Buy
83,452
+49,071
+143% +$2.87M 0.1% 216
2020
Q3 		$1.87M Buy
34,381
+5,164
+18% +$282K 0.15% 161
2020
Q2 		$1.53M Buy
29,217
+1,637
+6% +$83.6K 0.14% 173
2020
Q1 		$1.27M Buy
27,580
+3,151
+13% +$181K 0.16% 157
2019
Q4 		$1.54M Buy
24,429
+8,628
+55% +$520K 0.15% 155
2019
Q3 		$916K Buy
15,801
+7,196
+84% +$409K 0.11% 199
2019
Q2 		$486K Buy
8,605
+2,924
+51% +$163K 0.06% 299
2019
Q1 		$312K Buy
+5,681
New +$304K 0.04% 368

Other funds holding IUSV

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

Cetera Investment Advisers's IUSV Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Core S&P US Value ETF (IUSV) stake by 6.2% in Q2 2026, buying an estimated $4.8M and bringing the position to 755,194 shares worth $83.2M. The position accounts for 0.08% of the portfolio, ranked #258.

Cetera Investment Advisers first reported a position in IUSV in Q1 2019 and has held it in 30 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Cetera Investment Advisers held 755,194 shares of iShares Core S&P US Value ETF worth $83.2M as of Q2 2026.
  • Cetera Investment Advisers bought 44,379 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $4.8M.
  • iShares Core S&P US Value ETF made up 0.08% of Cetera Investment Advisers's portfolio in Q2 2026, its #258 holding.
  • Cetera Investment Advisers first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.