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Empowered Funds’s iShares Core S&P US Value ETF IUSV Stock Holding History

Empowered Funds’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 		$1.28M Buy
+12,513
New +$1.31M 0.01% 1311
2025
Q4 		– Sell
-41,108
Closed -$4.11M – 1452
2025
Q3 		$4.11M Buy
+41,108
New +$4M 0.04% 559

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 $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

Empowered Funds's IUSV Position: Q1 2026 in Review

Empowered Funds opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 12,513 shares worth $1.28M. The stake represents 0.01% of the portfolio and ranks #1311 among its holdings. This is a return to the name: Empowered Funds previously reported a position in IUSV as recently as Q3 2025.

Empowered Funds first reported a position in IUSV in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.11M in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Empowered Funds held 12,513 shares of iShares Core S&P US Value ETF worth $1.28M as of Q1 2026.
  • iShares Core S&P US Value ETF was a new Empowered Funds position in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1311 holding.
  • Empowered Funds first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 2 quarters since.
  • Empowered Funds's iShares Core S&P US Value ETF position peaked at $4.11M in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.