DS
IUSV icon

David Shaw’s iShares Core S&P US Value ETF IUSV Stock Holding History

David Shaw’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 		$2.06M Buy
+18,693
New +$2.02M ﹤0.01% 3179
2024
Q4 		– Sell
-8,809
Closed -$841K – 4611
2024
Q3 		$841K Sell
8,809
-30,004
-77% -$2.76M ﹤0.01% 3400
2024
Q2 		$3.42M Buy
+38,813
New +$3.42M ﹤0.01% 2156

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

David Shaw's IUSV Position: Q2 2026 in Review

David Shaw opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 18,693 shares worth $2.06M. The stake represents ﹤0.01% of the portfolio and ranks #3179 among its holdings. This is a return to the name: David Shaw previously reported a position in IUSV as recently as Q3 2024.

David Shaw first reported a position in IUSV in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.42M in Q2 2024. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • David Shaw held 18,693 shares of iShares Core S&P US Value ETF worth $2.06M as of Q2 2026.
  • iShares Core S&P US Value ETF was a new David Shaw position in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3179 holding.
  • David Shaw first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 3 quarters since.
  • David Shaw's iShares Core S&P US Value ETF position peaked at $3.42M in Q2 2024.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.