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Claro Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Claro 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
Q1 		$444K Buy
4,345
+213
+5% +$22.3K 0.05% 269
2025
Q4 		$424K Buy
4,132
+18
+0.4% +$1.82K 0.06% 257
2025
Q3 		$411K Buy
4,114
+9
+0.2% +$876 0.06% 259
2025
Q2 		$388K Sell
4,105
-455
-10% -$41.1K 0.06% 248
2025
Q1 		$421K Sell
4,560
-4,931
-52% -$463K 0.06% 306
2024
Q4 		$879K Buy
9,491
+3,598
+61% +$346K 0.12% 158
2024
Q3 		$563K Sell
5,893
-3,024
-34% -$278K 0.07% 253
2024
Q2 		$786K Buy
8,917
+3,682
+70% +$325K 0.12% 173
2024
Q1 		$473K Sell
5,235
-21,254
-80% -$1.83M 0.08% 246
2023
Q4 		$2.23M Buy
26,489
+21,638
+446% +$1.69M 0.48% 42
2023
Q3 		$362K Sell
4,851
-1,237
-20% -$97.1K 0.09% 239
2023
Q2 		$476K Buy
6,088
+1,176
+24% +$87.8K 0.12% 200
2023
Q1 		$362K Sell
4,912
-498
-9% -$36.7K 0.11% 221
2022
Q4 		$382K Buy
5,410
+2,050
+61% +$143K 0.13% 200
2022
Q3 		$225K Hold
3,360
– – 0.09% 232
2022
Q2 		$225K Sell
3,360
-1,039
-24% -$74.6K 0.09% 232
2022
Q1 		$336K Hold
4,399
– – 0.12% 185
2021
Q4 		$336K Buy
+4,399
New +$326K 0.12% 185

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Claro Advisors's IUSV Position: Q1 2026 in Review

Claro Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 5.2% in Q1 2026, buying an estimated $22.3K and bringing the position to 4,345 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #269.

Claro Advisors first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Claro Advisors held 4,345 shares of iShares Core S&P US Value ETF worth $444K as of Q1 2026.
  • Claro Advisors bought 213 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $22.3K.
  • iShares Core S&P US Value ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #269 holding.
  • Claro Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Claro Advisors's iShares Core S&P US Value ETF position peaked at $2.23M in Q4 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.