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

Clearstead 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	$152K	Hold	1,490	–	–	﹤0.01%	1041
2025 Q4	$153K	Hold	1,490	–	–	﹤0.01%	991
2025 Q3	$149K	Hold	1,490	–	–	﹤0.01%	944
2025 Q2	$141K	Hold	1,490	–	–	﹤0.01%	972
2025 Q1	$138K	Hold	1,490	–	–	﹤0.01%	915
2024 Q4	$138K	Hold	1,490	–	–	﹤0.01%	942
2024 Q3	$142K	Hold	1,490	–	–	﹤0.01%	945
2024 Q2	$131K	Hold	1,490	–	–	﹤0.01%	939
2024 Q1	$133K	Hold	1,490	–	–	0.01%	546
2023 Q4	$126K	Sell	1,490 -1,490	-50%	-$116K	0.01%	545
2023 Q3	$222K	Buy	2,980 +1,490	+100%	+$117K	0.01%	553
2023 Q2	$117K	Hold	1,490	–	–	0.01%	541
2023 Q1	$110K	Hold	1,490	–	–	0.01%	493
2022 Q4	$105K	Hold	1,490	–	–	0.01%	488
2022 Q3	$93K	Buy	1,490 +1,190	+397%	+$82.1K	0.01%	492
2022 Q2	$20K	Sell	300 -1,190	-80%	-$85.5K	﹤0.01%	799
2022 Q1	$113K	Hold	1,490	–	–	0.01%	524
2021 Q4	$114K	Hold	1,490	–	–	0.01%	504
2021 Q3	$106K	Hold	1,490	–	–	0.01%	470
2021 Q2	$107K	Hold	1,490	–	–	0.01%	440
2021 Q1	$103K	Buy	1,490 +300	+25%	+$19.7K	0.01%	433
2020 Q4	$74K	Hold	1,190	–	–	0.01%	460
2020 Q3	$65K	Hold	1,190	–	–	0.01%	430
2020 Q2	$62K	Hold	1,190	–	–	0.01%	407
2020 Q1	$55K	Buy	+1,190	New	+$68.4K	0.01%	395
2019 Q2	–	Sell	-24,149	Closed	-$1.32M	–	276
2019 Q1	$1.32M	Hold	24,149	–	–	0.18%	94
2018 Q4	$1.19M	Buy	+24,149	New	+$1.28M	0.18%	95

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Clearstead Advisors's IUSV Position: Q1 2026 in Review

Clearstead Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 1,490 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Clearstead Advisors first reported a position in IUSV in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.32M in Q1 2019. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Clearstead Advisors held 1,490 shares of iShares Core S&P US Value ETF worth $152K as of Q1 2026.
Clearstead Advisors left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1041 holding.
Clearstead Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 27 quarters since.
Clearstead Advisors's iShares Core S&P US Value ETF position peaked at $1.32M in Q1 2019.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.