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 Q3	$465K	Sell	4,218 -1	-0%	-$113	0.05%	308
2026 Q2	$465K	Sell	4,219 -126	-3%	-$13.6K	0.05%	285
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Claro Advisors's IUSV Position: Q3 2026 in Review

Claro Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.02% in Q3 2026, selling an estimated $113 and leaving 4,218 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #308.

Claro Advisors first reported a position in IUSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.23M in Q4 2023. 428 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Claro Advisors held 4,218 shares of iShares Core S&P US Value ETF worth $465K as of Q3 2026.
Claro Advisors sold 1 iShares Core S&P US Value ETF share in Q3 2026, an estimated $113.
iShares Core S&P US Value ETF made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #308 holding.
Claro Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 20 quarters since.
Claro Advisors's iShares Core S&P US Value ETF position peaked at $2.23M in Q4 2023.
428 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.