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

Diversify Advisory Services’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	$4.2M	Buy	+37,277	New	+$4.03M	0.07%	243
2026 Q1	–	Sell	-12,406	Closed	-$1.31M	–	548
2025 Q4	$1.31M	Sell	12,406 -3,554	-22%	-$360K	0.04%	321
2025 Q3	$1.61M	Sell	15,960 -477	-3%	-$46.4K	0.05%	256
2025 Q2	$1.6M	Buy	+16,437	New	+$1.48M	0.06%	222
2024 Q4	–	Sell	-2,492	Closed	-$240K	–	656
2024 Q3	$240K	Buy	+2,492	New	+$229K	0.01%	557

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Diversify Advisory Services's IUSV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 37,277 shares worth $4.2M. The stake represents 0.07% of the portfolio and ranks #243 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IUSV as recently as Q4 2025.

Diversify Advisory Services first reported a position in IUSV in Q3 2024 and has held it in 5 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Diversify Advisory Services held 37,277 shares of iShares Core S&P US Value ETF worth $4.2M as of Q2 2026.
iShares Core S&P US Value ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Core S&P US Value ETF made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #243 holding.
Diversify Advisory Services first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 5 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.