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 Q2	$177K	Buy	1,605 +115	+8%	+$12.4K	﹤0.01%	1098
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	Hold	1,490	–	–	0.01%	545
2023 Q3	$111K	Hold	1,490	–	–	0.01%	540
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Clearstead Advisors's IUSV Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 7.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,605 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Clearstead Advisors first reported a position in IUSV in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.32M in Q1 2019. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Clearstead Advisors held 1,605 shares of iShares Core S&P US Value ETF worth $177K as of Q2 2026.
Clearstead Advisors bought 115 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $12.4K.
iShares Core S&P US Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1098 holding.
Clearstead Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 28 quarters since.
Clearstead Advisors's iShares Core S&P US Value ETF position peaked at $1.32M in Q1 2019.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.