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First Horizon Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

First Horizon 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
2025
Q2 		$71.4K Hold
754
– – ﹤0.01% 828
2025
Q1 		$69.6K Hold
754
– – ﹤0.01% 798
2024
Q4 		$69.8K Sell
754
-56
-7% -$5.39K ﹤0.01% 817
2024
Q3 		$77.3K Hold
810
– – ﹤0.01% 812
2024
Q2 		$71.4K Sell
810
-96
-11% -$8.46K ﹤0.01% 781
2024
Q1 		$81.9K Buy
906
+96
+12% +$8.26K ﹤0.01% 749
2023
Q4 		$68.3K Hold
810
– – ﹤0.01% 795
2023
Q3 		$60.4K Hold
810
– – ﹤0.01% 779
2023
Q2 		$63.4K Hold
810
– – ﹤0.01% 789
2023
Q1 		$59.8K Sell
810
-425
-34% -$31.3K ﹤0.01% 812
2022
Q4 		$87.2K Hold
1,235
– – ﹤0.01% 662
2022
Q3 		$77K Hold
1,235
– – ﹤0.01% 687
2022
Q2 		$83K Hold
1,235
– – ﹤0.01% 747
2022
Q1 		$94K Hold
1,235
– – 0.01% 506
2021
Q4 		$94K Sell
1,235
-362
-23% -$26.9K ﹤0.01% 699
2021
Q3 		$113K Buy
1,597
+1,235
+341% +$89.7K ﹤0.01% 644
2021
Q2 		$25K Buy
+362
New +$26K ﹤0.01% 1039
2016
Q2 		– Sell
-2,754
Closed -$118K – 1363
2016
Q1 		$118K Buy
+2,754
New +$112K 0.01% 389
2015
Q4 		– Sell
-1,377
Closed -$55K – 1317
2015
Q3 		$55K Sell
1,377
-396
-22% -$17.1K 0.01% 491
2015
Q2 		$79K Sell
1,773
-312
-15% -$14.3K 0.01% 440
2015
Q1 		$94K Hold
2,085
– – 0.01% 425
2014
Q4 		$95K Sell
2,085
-177
-8% -$7.84K 0.01% 418
2014
Q3 		$98K Sell
2,262
-129
-5% -$5.68K 0.02% 411
2014
Q2 		$103K Sell
2,391
-27
-1% -$1.15K 0.01% 421
2014
Q1 		$101K Sell
2,418
-12
-0.5% -$491 0.01% 398
2013
Q4 		$94K Sell
2,430
-270
-10% -$10.7K 0.01% 396
2013
Q3 		$102K Buy
+2,700
New +$102K 0.02% 376

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

First Horizon Advisors's IUSV Position: Q2 2025 in Review

First Horizon Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2025 at 754 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

First Horizon Advisors first reported a position in IUSV in Q3 2013 and has held it in 27 quarters since. The position peaked at $118K in Q1 2016. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • First Horizon Advisors held 754 shares of iShares Core S&P US Value ETF worth $71.4K as of Q2 2025.
  • First Horizon Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2025.
  • iShares Core S&P US Value ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #828 holding.
  • First Horizon Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2013 and has held it in 27 quarters since.
  • First Horizon Advisors's iShares Core S&P US Value ETF position peaked at $118K in Q1 2016.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.