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

Csenge Advisory Group’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 		$415K Buy
4,062
+11
+0.3% +$1.15K 0.02% 475
2025
Q4 		$415K Buy
4,051
+15
+0.4% +$1.52K 0.02% 482
2025
Q3 		$403K Sell
4,036
-140
-3% -$13.6K 0.02% 475
2025
Q2 		$383K Sell
4,176
-241
-5% -$21.8K 0.02% 492
2025
Q1 		$379K Sell
4,417
-4
-0.1% -$375 0.02% 467
2024
Q4 		$409K Sell
4,421
-83
-2% -$7.98K 0.02% 479
2024
Q3 		$433K Buy
4,504
+102
+2% +$9.38K 0.02% 459
2024
Q2 		$388K Buy
4,402
+270
+7% +$23.8K 0.02% 467
2024
Q1 		$374K Sell
4,132
-2
-0% -$172 0.02% 498
2023
Q4 		$349K Sell
4,134
-133
-3% -$10.4K 0.02% 492
2023
Q3 		$318K Buy
4,267
+87
+2% +$6.83K 0.02% 478
2023
Q2 		$327K Sell
4,180
-38
-0.9% -$2.84K 0.02% 475
2023
Q1 		$311K Sell
4,218
-13
-0.3% -$957 0.02% 467
2022
Q4 		$299K Sell
4,231
-193
-4% -$13.4K 0.02% 466
2022
Q3 		$277K Sell
4,424
-7,197
-62% -$497K 0.02% 488
2022
Q2 		$777K Sell
11,621
-16
-0.1% -$1.15K 0.07% 255
2022
Q1 		$883K Sell
11,637
-579
-5% -$43.4K 0.07% 240
2021
Q4 		$885K Sell
12,216
-593
-5% -$44K 0.08% 222
2021
Q3 		$921K Buy
12,809
+593
+5% +$43.1K 0.08% 233
2021
Q2 		$885K Buy
12,216
+1,609
+15% +$116K 0.08% 222
2021
Q1 		$745K Buy
+10,607
New +$696K 0.08% 198

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

Csenge Advisory Group's IUSV Position: Q1 2026 in Review

Csenge Advisory Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.27% in Q1 2026, buying an estimated $1.15K and bringing the position to 4,062 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #475.

Csenge Advisory Group first reported a position in IUSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $921K in Q3 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Csenge Advisory Group held 4,062 shares of iShares Core S&P US Value ETF worth $415K as of Q1 2026.
  • Csenge Advisory Group bought 11 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.15K.
  • iShares Core S&P US Value ETF made up 0.02% of Csenge Advisory Group's portfolio in Q1 2026, its #475 holding.
  • Csenge Advisory Group first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Csenge Advisory Group's iShares Core S&P US Value ETF position peaked at $921K in Q3 2021.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.