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 Q2	$912K	Sell	8,283 -22	-0.3%	-$2.38K	0.21%	126
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 -1,525	-15%	-$143K	0.26%	106
2024 Q4	$911K	Buy	9,840 +91	+0.9%	+$8.75K	0.3%	98
2024 Q3	$931K	Sell	9,749 -274,857	-97%	-$25.3M	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 $1.55T 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 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Empirical Asset Management's IUSV Position: Q2 2026 in Review

Empirical Asset Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.26% in Q2 2026, selling an estimated $2.38K and leaving 8,283 shares worth $912K. The position accounts for 0.21% of the portfolio, ranked #126.

Empirical Asset Management first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $931K in Q3 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Empirical Asset Management held 8,283 shares of iShares Core S&P US Value ETF worth $912K as of Q2 2026.
Empirical Asset Management sold 22 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.38K.
iShares Core S&P US Value ETF made up 0.21% of Empirical Asset Management's portfolio in Q2 2026, its #126 holding.
Empirical Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
Empirical Asset Management's iShares Core S&P US Value ETF position peaked at $931K in Q3 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.