EH
IUSV icon

Equitable Holdings’s iShares Core S&P US Value ETF IUSV Stock Holding History

Equitable Holdings’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 		$29.1M Sell
264,252
-66,975
-20% -$7.25M 0.17% 124
2026
Q1 		$16.1M Buy
331,227
+100,206
+43% +$10.5M 0.1% 185
2025
Q4 		$23.7M Buy
231,021
+20,440
+10% +$2.07M 0.16% 124
2025
Q3 		$21M Buy
210,581
+14,162
+7% +$1.38M 0.15% 124
2025
Q2 		$18.6M Buy
196,419
+2,479
+1% +$224K 0.15% 123
2025
Q1 		$17.9M Buy
193,940
+10,359
+6% +$972K 0.17% 114
2024
Q4 		$17M Sell
183,581
-26,491
-13% -$2.55M 0.16% 110
2024
Q3 		$20.1M Buy
210,072
+38,108
+22% +$3.5M 0.19% 104
2024
Q2 		$15.2M Buy
171,964
+11,004
+7% +$970K 0.16% 116
2024
Q1 		$14.6M Buy
160,960
+12,644
+9% +$1.09M 0.16% 112
2023
Q4 		$12.5M Buy
148,316
+7,499
+5% +$584K 0.15% 116
2023
Q3 		$10.5M Sell
140,817
-633
-0.4% -$49.7K 0.15% 120
2023
Q2 		$11.1M Sell
141,450
-56,846
-29% -$4.25M 0.16% 113
2023
Q1 		$14.6M Sell
198,296
-2,055
-1% -$151K 0.23% 88
2022
Q4 		$14.2M Buy
200,351
+762
+0.4% +$53K 0.25% 83
2022
Q3 		$12.5M Buy
199,589
+70,659
+55% +$4.88M 0.24% 83
2022
Q2 		$8.62M Buy
128,930
+15,100
+13% +$1.08M 0.16% 99
2022
Q1 		$8.64M Buy
113,830
+9,875
+9% +$740K 0.14% 108
2021
Q4 		$7.94M Buy
103,955
+10,992
+12% +$815K 0.13% 114
2021
Q3 		$6.59M Buy
92,963
+9,570
+11% +$695K 0.11% 124
2021
Q2 		$6M Buy
83,393
+5,874
+8% +$422K 0.1% 133
2021
Q1 		$5.34M Sell
77,519
-3,914
-5% -$257K 0.11% 132
2020
Q4 		$5.06M Sell
81,433
-261
-0.3% -$15.3K 0.12% 126
2020
Q3 		$4.43M Sell
81,694
-30,786
-27% -$1.68M 0.11% 118
2020
Q2 		$5.88M Buy
112,480
+39,901
+55% +$2.04M 0.17% 95
2020
Q1 		$3.35M Buy
72,579
+21,691
+43% +$1.25M 0.12% 113
2019
Q4 		$3.21M Buy
+50,888
New +$3.07M 0.09% 132

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

Equitable Holdings's IUSV Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Core S&P US Value ETF (IUSV) stake by 20% in Q2 2026, selling an estimated $7.25M and leaving 264,252 shares worth $29.1M. The position accounts for 0.17% of the portfolio, ranked #124.

Equitable Holdings first reported a position in IUSV in Q4 2019 and has held it in 27 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Equitable Holdings held 264,252 shares of iShares Core S&P US Value ETF worth $29.1M as of Q2 2026.
  • Equitable Holdings sold 66,975 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $7.25M.
  • iShares Core S&P US Value ETF made up 0.17% of Equitable Holdings's portfolio in Q2 2026, its #124 holding.
  • Equitable Holdings first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.