Dynamic Advisor Solutions
IUSV icon

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
Q3 		$11.5M Buy
104,550
+3,358
+3% +$380K 0.33% 68
2026
Q2 		$11.1M Buy
101,192
+3,491
+4% +$378K 0.32% 69
2026
Q1 		$10M Buy
97,701
+1,784
+2% +$187K 0.31% 72
2025
Q4 		$9.8M 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 		$9.9M 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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Dynamic Advisor Solutions's IUSV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 3.3% in Q3 2026, buying an estimated $380K and bringing the position to 104,550 shares worth $11.5M. The position accounts for 0.33% of the portfolio, ranked #68.

Dynamic Advisor Solutions first reported a position in IUSV in Q3 2022 and has held it in 17 quarters since. 144 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Dynamic Advisor Solutions held 104,550 shares of iShares Core S&P US Value ETF worth $11.5M as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,358 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $380K.
  • iShares Core S&P US Value ETF made up 0.33% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #68 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core S&P US Value ETF in Q3 2022 and has held it in 17 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.