Financial Engines Advisors
IUSV icon

Financial Engines Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Financial Engines 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
Q2 		$43.8M Buy
397,448
+52,733
+15% +$5.71M 0.08% 55
2026
Q1 		$35.2M Buy
344,715
+55,709
+19% +$5.84M 0.07% 63
2025
Q4 		$29.6M Buy
289,006
+43,903
+18% +$4.45M 0.06% 69
2025
Q3 		$24.5M Buy
245,103
+38,718
+19% +$3.77M 0.05% 72
2025
Q2 		$19.5M Buy
206,385
+58,008
+39% +$5.24M 0.04% 73
2025
Q1 		$13.7M Buy
148,377
+74,659
+101% +$7.01M 0.03% 83
2024
Q4 		$6.83M Buy
73,718
+52,785
+252% +$5.08M 0.01% 116
2024
Q3 		$2M Sell
20,933
-4,256
-17% -$391K ﹤0.01% 183
2024
Q2 		$2.22M Buy
25,189
+309
+1% +$27.2K ﹤0.01% 164
2024
Q1 		$2.25M Sell
24,880
-683
-3% -$58.8K 0.01% 158
2023
Q4 		$2.16M Buy
25,563
+1,844
+8% +$144K 0.01% 141
2023
Q3 		$1.78M Sell
23,719
-225
-0.9% -$17.7K ﹤0.01% 130
2023
Q2 		$1.87M Sell
23,944
-361
-1% -$27K ﹤0.01% 140
2023
Q1 		$1.79M Sell
24,305
-11,178
-32% -$823K ﹤0.01% 141
2022
Q4 		$2.51M Buy
35,483
+9,233
+35% +$642K 0.01% 121
2022
Q3 		$1.64M Sell
26,250
-5,076
-16% -$350K 0.01% 125
2022
Q2 		$2.1M Sell
31,326
-595
-2% -$42.7K 0.01% 119
2022
Q1 		$2.42M Buy
31,921
+2,543
+9% +$191K 0.01% 108
2021
Q4 		$2.24M Sell
29,378
-1,286
-4% -$95.4K 0.01% 89
2021
Q3 		$2.17M Sell
30,664
-81
-0.3% -$5.88K 0.01% 83
2021
Q2 		$2.21M Sell
30,745
-1,277
-4% -$91.8K 0.01% 72
2021
Q1 		$2.21M Sell
32,022
-402
-1% -$26.4K 0.01% 84
2020
Q4 		$2.02M Buy
32,424
+107
+0.3% +$6.27K 0.01% 86
2020
Q3 		$1.75M Buy
32,317
+1,561
+5% +$85.3K 0.01% 88
2020
Q2 		$1.61M Sell
30,756
-149,142
-83% -$7.62M 0.01% 83
2020
Q1 		$8.31M Buy
179,898
+172,375
+2,291% +$9.91M 0.04% 55
2019
Q4 		$474K Buy
+7,523
New +$454K ﹤0.01% 111
2018
Q2 		– Sell
-122
Closed -$6K – 149
2018
Q1 		$6K Buy
+122
New +$6.76K ﹤0.01% 110

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 22.9% 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

Financial Engines Advisors's IUSV Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 15% in Q2 2026, buying an estimated $5.71M and bringing the position to 397,448 shares worth $43.8M. The position accounts for 0.08% of the portfolio, ranked #55.

Financial Engines Advisors first reported a position in IUSV in Q1 2018 and has held it in 28 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Financial Engines Advisors held 397,448 shares of iShares Core S&P US Value ETF worth $43.8M as of Q2 2026.
  • Financial Engines Advisors bought 52,733 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $5.71M.
  • iShares Core S&P US Value ETF made up 0.08% of Financial Engines Advisors's portfolio in Q2 2026, its #55 holding.
  • Financial Engines Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2018 and has held it in 28 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.