EWA
IUSV icon

EverSource Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

EverSource Wealth Advisors’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 		$185K Sell
1,809
-342
-16% -$35.9K 0.01% 1098
2025
Q4 		$221K Buy
2,151
+1,184
+122% +$120K 0.01% 903
2025
Q3 		$96.7K Hold
967
– – ﹤0.01% 1302
2025
Q2 		$91.5K Sell
967
-180
-16% -$16.2K ﹤0.01% 1260
2025
Q1 		$106K Buy
1,147
+180
+19% +$16.9K 0.01% 887
2024
Q4 		$89.5K Hold
967
– – 0.01% 943
2024
Q3 		$92.3K Hold
967
– – 0.01% 819
2024
Q2 		$89.4K Hold
967
– – 0.01% 839
2024
Q1 		$83.7K Sell
967
-85
-8% -$7.32K 0.01% 777
2023
Q4 		$88.7K Hold
1,052
– – 0.01% 682
2023
Q3 		$78.5K Buy
1,052
+85
+9% +$6.67K 0.01% 654
2023
Q2 		$75.7K Sell
967
-1,164
-55% -$86.9K 0.01% 681
2023
Q1 		$157K Sell
2,131
-80
-4% -$5.89K 0.02% 419
2022
Q4 		$156K Buy
2,211
+1,444
+188% +$100K 0.02% 392
2022
Q3 		$48K Sell
767
-265
-26% -$18.3K 0.01% 649
2022
Q2 		$69K Hold
1,032
– – 0.02% 504
2022
Q1 		$78K Sell
1,032
-127
-11% -$9.52K 0.02% 389
2021
Q4 		$88K Buy
+1,159
New +$86K 0.02% 322

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

EverSource Wealth Advisors's IUSV Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 16% in Q1 2026, selling an estimated $35.9K and leaving 1,809 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1098.

EverSource Wealth Advisors first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $221K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • EverSource Wealth Advisors held 1,809 shares of iShares Core S&P US Value ETF worth $185K as of Q1 2026.
  • EverSource Wealth Advisors sold 342 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $35.9K.
  • iShares Core S&P US Value ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1098 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares Core S&P US Value ETF position peaked at $221K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.