Empirical Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Empirical Asset Management’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	$849K	Sell	8,305 -10	-0.1%	-$1.05K	0.22%	121
2025 Q4	$853K	Hold	8,315	–	–	0.24%	116
2025 Q3	$831K	Hold	8,315	–	–	0.23%	134
2025 Q2	$787K	Hold	8,315	–	–	0.24%	120
2025 Q1	$767K	Sell	8,315 -276,291	-97%	-$25.9M	0.26%	106
2024 Q4	$911K	Hold	284,606	–	–	0.3%	98
2024 Q3	$931K	Hold	284,606	–	–	0.33%	84
2024 Q2	$881K	Buy	+284,606	New	+$25.1M	0.33%	78

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Empirical Asset Management's IUSV Position: Q1 2026 in Review

Empirical Asset Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.12% in Q1 2026, selling an estimated $1.05K and leaving 8,305 shares worth $849K. The position accounts for 0.22% of the portfolio, ranked #121.

Empirical Asset Management first reported a position in IUSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $931K in Q3 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Empirical Asset Management held 8,305 shares of iShares Core S&P US Value ETF worth $849K as of Q1 2026.
Empirical Asset Management sold 10 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.05K.
iShares Core S&P US Value ETF made up 0.22% of Empirical Asset Management's portfolio in Q1 2026, its #121 holding.
Empirical Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's iShares Core S&P US Value ETF position peaked at $931K in Q3 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.