CFD
IUSV icon

Creative Financial Designs’s iShares Core S&P US Value ETF IUSV Stock Holding History

Creative Financial Designs’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 		$13.8M Buy
125,306
+5,918
+5% +$640K 0.66% 38
2026
Q1 		$12.2M Buy
119,388
+2,787
+2% +$292K 0.74% 32
2025
Q4 		$12M Buy
116,601
+4,021
+4% +$408K 0.75% 35
2025
Q3 		$11.3M Sell
112,580
-138,607
-55% -$13.5M 0.76% 33
2025
Q2 		$23.8M Buy
251,187
+37,284
+17% +$3.36M 1.71% 10
2025
Q1 		$19.7M Buy
213,903
+13,358
+7% +$1.25M 1.58% 16
2024
Q4 		$18.6M Buy
200,545
+16,309
+9% +$1.57M 1.51% 16
2024
Q3 		$17.6M Buy
184,236
+19,382
+12% +$1.78M 1.48% 14
2024
Q2 		$14.5M Buy
164,854
+17,713
+12% +$1.56M 1.29% 15
2024
Q1 		$13.3M Buy
147,141
+143,863
+4,389% +$12.4M 1.26% 16
2023
Q4 		$276K Buy
3,278
+32
+1% +$2.49K 0.03% 325
2023
Q3 		$242K Buy
3,246
+1,313
+68% +$103K 0.03% 303
2023
Q2 		$151K Sell
1,933
-2,830
-59% -$211K 0.02% 396
2023
Q1 		$351K Sell
4,763
-244,278
-98% -$18M 0.05% 250
2022
Q4 		$17.6M Buy
249,041
+925
+0.4% +$64.3K 2.6% 5
2022
Q3 		$15.5M Buy
248,116
+24,971
+11% +$1.72M 2.54% 5
2022
Q2 		$14.9M Buy
223,145
+35,136
+19% +$2.52M 2.45% 3
2022
Q1 		$14.3M Sell
188,009
-17,618
-9% -$1.32M 2.17% 7
2021
Q4 		$15.7M Buy
205,627
+25,518
+14% +$1.89M 2.37% 6
2021
Q3 		$12.8M Buy
180,109
+22,403
+14% +$1.63M 2.11% 8
2021
Q2 		$11.3M Buy
157,706
+23,388
+17% +$1.68M 1.97% 10
2021
Q1 		$9.26M Buy
134,318
+22,788
+20% +$1.5M 1.81% 12
2020
Q4 		$6.94M Buy
111,530
+24,791
+29% +$1.45M 1.48% 16
2020
Q3 		$4.71M Buy
86,739
+80,884
+1,381% +$4.42M 1.16% 22
2020
Q2 		$306K Buy
+5,855
New +$299K 0.09% 161
2019
Q3 		– Sell
-579
Closed -$32.9K – 641
2019
Q2 		$33K Buy
+579
New +$32.3K 0.02% 265
2018
Q4 		– Sell
-651
Closed -$37K – 673
2018
Q3 		$37K Buy
651
+1
+0.2% +$56 0.02% 258
2018
Q2 		$35K Hold
650
– – 0.02% 282
2018
Q1 		$35K Buy
650
+450
+225% +$24.9K 0.02% 262
2017
Q4 		$11K Buy
+200
New +$10.7K 0.01% 395

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

Creative Financial Designs's IUSV Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Core S&P US Value ETF (IUSV) stake by 5% in Q2 2026, buying an estimated $640K and bringing the position to 125,306 shares worth $13.8M. The position accounts for 0.66% of the portfolio, ranked #38.

Creative Financial Designs first reported a position in IUSV in Q4 2017 and has held it in 30 quarters since. The position peaked at $23.8M in Q2 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Creative Financial Designs held 125,306 shares of iShares Core S&P US Value ETF worth $13.8M as of Q2 2026.
  • Creative Financial Designs bought 5,918 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $640K.
  • iShares Core S&P US Value ETF made up 0.66% of Creative Financial Designs's portfolio in Q2 2026, its #38 holding.
  • Creative Financial Designs first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 30 quarters since.
  • Creative Financial Designs's iShares Core S&P US Value ETF position peaked at $23.8M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.