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

Concurrent Investment 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 		$19.2M Buy
173,977
+15,382
+10% +$1.66M 0.16% 131
2026
Q1 		$16.2M Buy
158,595
+3,029
+2% +$318K 0.18% 128
2025
Q4 		$16M Buy
155,566
+13,574
+10% +$1.38M 0.18% 119
2025
Q3 		$14.2M Buy
141,992
+14,229
+11% +$1.39M 0.24% 86
2025
Q2 		$12.1M Buy
127,763
+3,457
+3% +$312K 0.23% 93
2025
Q1 		$11.5M Buy
124,306
+7,027
+6% +$659K 0.28% 82
2024
Q4 		$10.9M Buy
117,279
+4,757
+4% +$458K 0.29% 77
2024
Q3 		$10.7M Buy
112,522
+3,905
+4% +$359K 0.32% 75
2024
Q2 		$9.57M Buy
108,617
+8,873
+9% +$782K 0.31% 74
2024
Q1 		$9.02M Buy
99,744
+694
+0.7% +$59.7K 0.36% 62
2023
Q4 		$8.35M Buy
+99,050
New +$7.71M 0.39% 62

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 22.9% 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

Concurrent Investment Advisors's IUSV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 9.7% in Q2 2026, buying an estimated $1.66M and bringing the position to 173,977 shares worth $19.2M. The position accounts for 0.16% of the portfolio, ranked #131.

Concurrent Investment Advisors first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Concurrent Investment Advisors held 173,977 shares of iShares Core S&P US Value ETF worth $19.2M as of Q2 2026.
  • Concurrent Investment Advisors bought 15,382 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.66M.
  • iShares Core S&P US Value ETF made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Concurrent Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.