eCIO Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

eCIO Inc’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 Q1	–	Sell	-3,657	Closed	-$375K	–	110
2025 Q4	$375K	Buy	+3,657	New	+$371K	0.17%	31

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 22.9% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

eCIO Inc's IUSV Position: Q1 2026 in Review

eCIO Inc sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 3,657 shares — an estimated $375K sold.

eCIO Inc first reported a position in IUSV in Q4 2025 and held it in 1 quarter. The position peaked at $375K in Q4 2025. 793 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

eCIO Inc reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 3,657 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $375K.
eCIO Inc first reported a position in iShares Core S&P US Value ETF in Q4 2025 and held it in 1 quarter.
eCIO Inc's iShares Core S&P US Value ETF position peaked at $375K in Q4 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.