CGA
IUSV icon

Crescent Grove Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Crescent Grove 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
Q1 		$16.6M Sell
162,440
-771
-0.5% -$80.9K 1.6% 20
2025
Q4 		$16.7M Sell
163,211
-460
-0.3% -$46.6K 1.55% 20
2025
Q3 		$16.4M Buy
163,671
+3,552
+2% +$346K 1.55% 18
2025
Q2 		$15.2M Buy
160,119
+335
+0.2% +$30.2K 1.47% 20
2025
Q1 		$14.7M Buy
159,784
+1,352
+0.9% +$127K 1.54% 19
2024
Q4 		$14.7M Buy
158,432
+3,270
+2% +$315K 1.45% 17
2024
Q3 		$14.8M Buy
155,162
+1,642
+1% +$151K 1.51% 19
2024
Q2 		$13.5M Buy
153,520
+32
+0% +$2.82K 1.48% 20
2024
Q1 		$13.9M Buy
153,488
+2,369
+2% +$204K 1.45% 21
2023
Q4 		$12.7M Sell
151,119
-9,880
-6% -$769K 1.42% 20
2023
Q3 		$12.1M Buy
160,999
+900
+0.6% +$70.6K 1.51% 17
2023
Q2 		$12.5M Buy
160,099
+60
+0% +$4.48K 1.34% 16
2023
Q1 		$11.8M Sell
160,039
-3,970
-2% -$292K 1.37% 18
2022
Q4 		$11.6M Buy
164,009
+132,962
+428% +$9.25M 1.2% 17
2022
Q3 		$1.94M Hold
31,047
– – 0.22% 58
2022
Q2 		$2.08M Buy
31,047
+3,800
+14% +$273K 0.22% 58
2022
Q1 		$2.07M Sell
27,247
-240
-0.9% -$18K 0.2% 59
2021
Q4 		$2.1M Hold
27,487
– – 0.2% 59
2021
Q3 		$1.95M Sell
27,487
-1,075
-4% -$78.1K 0.21% 57
2021
Q2 		$2.06M Buy
28,562
+545
+2% +$39.2K 0.22% 55
2021
Q1 		$1.93M Buy
28,017
+7,529
+37% +$494K 0.23% 55
2020
Q4 		$1.27M Sell
20,488
-863
-4% -$50.6K 0.17% 65
2020
Q3 		$1.16M Sell
21,351
-1,089
-5% -$59.5K 0.23% 54
2020
Q2 		$1.17M Sell
22,440
-19,801
-47% -$1.01M 0.25% 47
2020
Q1 		$1.95M Buy
42,241
+9,482
+29% +$545K 0.43% 38
2019
Q4 		$2.06M Buy
32,759
+28,578
+684% +$1.72M 0.36% 46
2019
Q3 		$242K Hold
4,181
– – 0.05% 135
2019
Q2 		$237K Hold
4,181
– – 0.04% 136
2019
Q1 		$229K Hold
4,181
– – 0.05% 131
2018
Q4 		$205K Buy
+4,181
New +$222K 0.04% 143

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Crescent Grove Advisors's IUSV Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.47% in Q1 2026, selling an estimated $80.9K and leaving 162,440 shares worth $16.6M. The position accounts for 1.6% of the portfolio, ranked #20.

Crescent Grove Advisors first reported a position in IUSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.7M in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Crescent Grove Advisors held 162,440 shares of iShares Core S&P US Value ETF worth $16.6M as of Q1 2026.
  • Crescent Grove Advisors sold 771 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $80.9K.
  • iShares Core S&P US Value ETF made up 1.6% of Crescent Grove Advisors's portfolio in Q1 2026, its #20 holding.
  • Crescent Grove Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Crescent Grove Advisors's iShares Core S&P US Value ETF position peaked at $16.7M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.