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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
Q2 		$1.54M Buy
14,000
+1,487
+12% +$161K 0.01% 1311
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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: Q2 2026 in Review

Empowered Funds increased its iShares Core S&P US Value ETF (IUSV) stake by 12% in Q2 2026, buying an estimated $161K and bringing the position to 14,000 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #1311.

Empowered Funds first reported a position in IUSV in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.11M in Q3 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Empowered Funds held 14,000 shares of iShares Core S&P US Value ETF worth $1.54M as of Q2 2026.
  • Empowered Funds bought 1,487 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $161K.
  • iShares Core S&P US Value ETF made up 0.01% of Empowered Funds's portfolio in Q2 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 3 quarters since.
  • Empowered Funds's iShares Core S&P US Value ETF position peaked at $4.11M in Q3 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.