Empower Advisory Group
IUSV icon

Empower Advisory Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Empower Advisory Group’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 		$208K Sell
2,032
-245
-11% -$25.7K ﹤0.01% 490
2025
Q4 		$233K Buy
+2,277
New +$231K ﹤0.01% 453
2025
Q2 		– Sell
-3,113
Closed -$287K – 512
2025
Q1 		$287K Buy
+3,113
New +$292K ﹤0.01% 407
2024
Q3 		– Sell
-2,854
Closed -$252K – 512
2024
Q2 		$252K Buy
+2,854
New +$252K ﹤0.01% 433

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 $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
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

Empower Advisory Group's IUSV Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 11% in Q1 2026, selling an estimated $25.7K and leaving 2,032 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Empower Advisory Group first reported a position in IUSV in Q2 2024 and has held it in 4 quarters since. The position peaked at $287K in Q1 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Empower Advisory Group held 2,032 shares of iShares Core S&P US Value ETF worth $208K as of Q1 2026.
  • Empower Advisory Group sold 245 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $25.7K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #490 holding.
  • Empower Advisory Group first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 4 quarters since.
  • Empower Advisory Group's iShares Core S&P US Value ETF position peaked at $287K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.