Continuum Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$235K Buy
2,298
+7
+0.3% +$734 0.02% 411
2025
Q4
$235K Buy
+2,291
New +$232K 0.02% 411
2025
Q2
Sell
-1,556
Closed -$144K 1002
2025
Q1
$144K Hold
1,556
0.02% 455
2024
Q4
$144K Sell
1,556
-272
-15% -$26.2K 0.02% 452
2024
Q3
$177K Buy
1,828
+272
+17% +$25K 0.02% 414
2024
Q2
$137K Hold
1,556
0.02% 436
2024
Q1
$138K Buy
+1,556
New +$134K 0.02% 428

Other funds holding IUSV

Continuum Advisory's IUSV Position: Q1 2026 in Review

Continuum Advisory increased its iShares Core S&P US Value ETF (IUSV) stake by 0.31% in Q1 2026, buying an estimated $734 and bringing the position to 2,298 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #411.

Continuum Advisory first reported a position in IUSV in Q1 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Continuum Advisory held 2,298 shares of iShares Core S&P US Value ETF worth $235K as of Q1 2026.
  • Continuum Advisory bought 7 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $734.
  • iShares Core S&P US Value ETF made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #411 holding.
  • Continuum Advisory first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 7 quarters since.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.