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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return