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Eldridge Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Eldridge Investment Advisors’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 		$1.14M Sell
11,102
-224
-2% -$23.5K 0.25% 62
2025
Q4 		$1.16M Buy
11,326
+2
+0% +$203 0.26% 66
2025
Q3 		$1.13M Sell
11,324
-79,652
-88% -$7.75M 0.26% 68
2025
Q2 		$8.61M Sell
90,976
-115
-0.1% -$10.4K 1.8% 16
2025
Q1 		$8.41M Buy
91,091
+406
+0.4% +$38.1K 1.93% 12
2024
Q4 		$8.4M Buy
90,685
+799
+0.9% +$76.8K 1.95% 11
2024
Q3 		$8.58M Buy
89,886
+25
+0% +$2.3K 2.02% 11
2024
Q2 		$7.92M Sell
89,861
-5,950
-6% -$524K 2% 11
2024
Q1 		$8.66M Buy
95,811
+217
+0.2% +$18.7K 2.22% 11
2023
Q4 		$8.06M Buy
95,594
+84,485
+761% +$6.58M 2.11% 12
2023
Q3 		$829K Buy
11,109
+80
+0.7% +$6.28K 0.28% 71
2023
Q2 		$863K Sell
11,029
-802
-7% -$59.9K 0.28% 65
2023
Q1 		$873K Buy
11,831
+1,480
+14% +$109K 0.3% 63
2022
Q4 		$731K Sell
10,351
-123
-1% -$8.55K 0.26% 65
2022
Q3 		$656K Sell
10,474
-946
-8% -$65.3K 0.25% 65
2022
Q2 		$764K Sell
11,420
-15,938
-58% -$1.14M 0.29% 59
2022
Q1 		$2.08M Buy
27,358
+9,707
+55% +$728K 0.7% 27
2021
Q4 		$1.35M Buy
17,651
+1,363
+8% +$101K 0.44% 37
2021
Q3 		$1.16M Sell
16,288
-553
-3% -$40.2K 0.41% 39
2021
Q2 		$1.21M Buy
16,841
+1,239
+8% +$89.1K 0.44% 40
2021
Q1 		$1.07M Sell
15,602
-5,752
-27% -$377K 0.41% 40
2020
Q4 		$1.33M Buy
21,354
+14,878
+230% +$872K 0.55% 31
2020
Q3 		$352K Buy
6,476
+1,500
+30% +$82K 0.17% 67
2020
Q2 		$260K Buy
+4,976
New +$254K 0.13% 82
2020
Q1 		– Sell
-12,379
Closed -$780K – 94
2019
Q4 		$780K Buy
+12,379
New +$746K 0.38% 42

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Eldridge Investment Advisors's IUSV Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 2% in Q1 2026, selling an estimated $23.5K and leaving 11,102 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #62.

Eldridge Investment Advisors first reported a position in IUSV in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.66M in Q1 2024. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Eldridge Investment Advisors held 11,102 shares of iShares Core S&P US Value ETF worth $1.14M as of Q1 2026.
  • Eldridge Investment Advisors sold 224 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $23.5K.
  • iShares Core S&P US Value ETF made up 0.25% of Eldridge Investment Advisors's portfolio in Q1 2026, its #62 holding.
  • Eldridge Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 25 quarters since.
  • Eldridge Investment Advisors's iShares Core S&P US Value ETF position peaked at $8.66M in Q1 2024.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.