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IUSV icon

Choreo LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

Choreo LLC’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 		$785K Sell
7,131
-46
-0.6% -$4.98K 0.01% 758
2026
Q1 		$734K Hold
7,177
– – 0.01% 759
2025
Q4 		$741K Sell
7,177
-1,994
-22% -$202K 0.01% 742
2025
Q3 		$917K Sell
9,171
-5,553
-38% -$541K 0.01% 639
2025
Q2 		$1.39M Sell
14,724
-152
-1% -$13.7K 0.02% 470
2025
Q1 		$1.37M Buy
14,876
+3,972
+36% +$373K 0.02% 458
2024
Q4 		$1.01M Sell
10,904
-262
-2% -$25.2K 0.01% 579
2024
Q3 		$1.06M Sell
11,166
-2,045
-15% -$188K 0.02% 548
2024
Q2 		$1.16M Buy
13,211
+1,977
+18% +$174K 0.02% 479
2024
Q1 		$1.02M Sell
11,234
-713
-6% -$61.4K 0.03% 272
2023
Q4 		$1.01M Buy
11,947
+7,215
+152% +$562K 0.03% 261
2023
Q3 		$353K Hold
4,732
– – 0.01% 342
2023
Q2 		$370K Hold
4,732
– – 0.01% 347
2023
Q1 		$349K Buy
4,732
+686
+17% +$50.5K 0.01% 363
2022
Q4 		$286K Hold
4,046
– – 0.01% 194
2022
Q3 		$253K Buy
4,046
+216
+6% +$14.9K 0.01% 177
2022
Q2 		$256K Hold
3,830
– – 0.01% 184
2022
Q1 		$291K Hold
3,830
– – 0.01% 183
2021
Q4 		$292K Buy
+3,830
New +$284K 0.01% 188

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

Choreo LLC's IUSV Position: Q2 2026 in Review

Choreo LLC reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.64% in Q2 2026, selling an estimated $4.98K and leaving 7,131 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #758.

Choreo LLC first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q2 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Choreo LLC held 7,131 shares of iShares Core S&P US Value ETF worth $785K as of Q2 2026.
  • Choreo LLC sold 46 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $4.98K.
  • iShares Core S&P US Value ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #758 holding.
  • Choreo LLC first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Choreo LLC's iShares Core S&P US Value ETF position peaked at $1.39M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.