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Eagle Strategies’s iShares Core S&P US Value ETF IUSV Stock Holding History

Eagle Strategies’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 		$3.07M Buy
27,887
+280
+1% +$30.3K 0.31% 76
2026
Q1 		$2.82M Buy
27,607
+591
+2% +$62K 0.34% 69
2025
Q4 		$2.77M Sell
27,016
-131
-0.5% -$13.3K 0.35% 62
2025
Q3 		$2.71M Buy
27,147
+223
+0.8% +$21.7K 0.36% 62
2025
Q2 		$2.55M Buy
26,924
+426
+2% +$38.4K 0.39% 58
2025
Q1 		$2.45M Buy
26,498
+821
+3% +$77K 0.43% 50
2024
Q4 		$2.38M Buy
25,677
+903
+4% +$86.9K 0.41% 54
2024
Q3 		$2.37M Sell
24,774
-1,354
-5% -$124K 0.43% 53
2024
Q2 		$2.3M Buy
+26,128
New +$2.3M 0.44% 54
2024
Q1 		– Sell
-24,888
Closed -$2.1M – 300
2023
Q4 		$2.1M Sell
24,888
-191
-0.8% -$14.9K 0.45% 51
2023
Q3 		$1.87M Sell
25,079
-381
-1% -$29.9K 0.46% 50
2023
Q2 		$1.99M Sell
25,460
-1,058
-4% -$79K 0.48% 48
2023
Q1 		$1.96M Buy
26,518
+1,970
+8% +$145K 0.49% 49
2022
Q4 		$1.73M Buy
24,548
+3,887
+19% +$270K 0.52% 49
2022
Q3 		$1.29M Buy
20,661
+1,048
+5% +$72.3K 0.68% 38
2022
Q2 		$1.31M Sell
19,613
-2,607
-12% -$187K 0.48% 49
2022
Q1 		$1.69M Sell
22,220
-1,144
-5% -$85.7K 0.66% 39
2021
Q4 		$1.78M Buy
+23,364
New +$1.73M 0.7% 40

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Eagle Strategies's IUSV Position: Q2 2026 in Review

Eagle Strategies increased its iShares Core S&P US Value ETF (IUSV) stake by 1% in Q2 2026, buying an estimated $30.3K and bringing the position to 27,887 shares worth $3.07M. The position accounts for 0.31% of the portfolio, ranked #76.

Eagle Strategies first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. 395 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Eagle Strategies held 27,887 shares of iShares Core S&P US Value ETF worth $3.07M as of Q2 2026.
  • Eagle Strategies bought 280 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $30.3K.
  • iShares Core S&P US Value ETF made up 0.31% of Eagle Strategies's portfolio in Q2 2026, its #76 holding.
  • Eagle Strategies first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.