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Dynamic Advisor Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Dynamic Advisor Solutions’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 		$11.1M Buy
101,192
+3,491
+4% +$378K 0.32% 69
2026
Q1 		$9.99M Buy
97,701
+1,784
+2% +$187K 0.31% 72
2025
Q4 		$9.84M Sell
95,917
-13,179
-12% -$1.34M 0.32% 67
2025
Q3 		$10.9M Buy
109,096
+4,586
+4% +$446K 0.32% 73
2025
Q2 		$9.89M Buy
104,510
+3,281
+3% +$296K 0.31% 77
2025
Q1 		$9.34M Buy
101,229
+2,945
+3% +$276K 0.31% 79
2024
Q4 		$9.1M Sell
98,284
-826
-0.8% -$79.4K 0.39% 60
2024
Q3 		$9.46M Buy
99,110
+1,282
+1% +$118K 0.28% 81
2024
Q2 		$8.62M Buy
97,828
+5,887
+6% +$519K 0.27% 84
2024
Q1 		$8.32M Sell
91,941
-688
-0.7% -$59.2K 0.28% 89
2023
Q4 		$7.8M Buy
92,629
+1,270
+1% +$98.9K 0.29% 90
2023
Q3 		$6.82M Buy
91,359
+1,947
+2% +$153K 0.32% 80
2023
Q2 		$7M Buy
89,412
+36,019
+67% +$2.69M 0.36% 63
2023
Q1 		$3.94M Buy
53,393
+35,669
+201% +$2.63M 0.23% 118
2022
Q4 		$1.25M Buy
17,724
+13,939
+368% +$969K 0.09% 245
2022
Q3 		$237K Buy
+3,785
New +$261K 0.02% 582

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

Dynamic Advisor Solutions's IUSV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 3.6% in Q2 2026, buying an estimated $378K and bringing the position to 101,192 shares worth $11.1M. The position accounts for 0.32% of the portfolio, ranked #69.

Dynamic Advisor Solutions first reported a position in IUSV in Q3 2022 and has held it in 16 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Dynamic Advisor Solutions held 101,192 shares of iShares Core S&P US Value ETF worth $11.1M as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,491 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $378K.
  • iShares Core S&P US Value ETF made up 0.32% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #69 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core S&P US Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.