CA
IUSV icon

Cliff Asness’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cliff Asness’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 		$13.4M Buy
121,788
+88,339
+264% +$9.56M ﹤0.01% 1387
2026
Q1 		$3.42M Buy
33,449
+2,876
+9% +$302K ﹤0.01% 1993
2025
Q4 		$3.13M Buy
30,573
+6,311
+26% +$640K ﹤0.01% 1853
2025
Q3 		$2.43M Buy
24,262
+6,960
+40% +$678K ﹤0.01% 1866
2025
Q2 		$1.64M Buy
17,302
+7,255
+72% +$655K ﹤0.01% 1906
2025
Q1 		$927K Buy
10,047
+1,725
+21% +$162K ﹤0.01% 2070
2024
Q4 		$771K Buy
8,322
+3,172
+62% +$305K ﹤0.01% 2032
2024
Q3 		$492K Buy
+5,150
New +$473K ﹤0.01% 2176
2024
Q1 		– Sell
-3,750
Closed -$316K – 2454
2023
Q4 		$316K Hold
3,750
– – ﹤0.01% 2047
2023
Q3 		$280K Hold
3,750
– – ﹤0.01% 2031
2023
Q2 		$293K Buy
+3,750
New +$280K ﹤0.01% 1950

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

Cliff Asness's IUSV Position: Q2 2026 in Review

Cliff Asness increased its iShares Core S&P US Value ETF (IUSV) stake by 264% in Q2 2026, buying an estimated $9.56M and bringing the position to 121,788 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Cliff Asness first reported a position in IUSV in Q2 2023 and has held it in 11 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Cliff Asness held 121,788 shares of iShares Core S&P US Value ETF worth $13.4M as of Q2 2026.
  • Cliff Asness bought 88,339 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $9.56M.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1387 holding.
  • Cliff Asness first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 11 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.