Fisher Asset Management
IUSV icon

Fisher Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fisher Asset Management’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 		– Sell
-2,633
Closed -$269K – 1085
2026
Q1 		$269K Sell
2,633
-1,628
-38% -$171K ﹤0.01% 923
2025
Q4 		$437K Buy
4,261
+1,881
+79% +$191K ﹤0.01% 799
2025
Q3 		$238K Buy
+2,380
New +$232K ﹤0.01% 942
2025
Q1 		– Sell
-7,324
Closed -$678K – 1040
2024
Q4 		$678K Buy
+7,324
New +$704K ﹤0.01% 723

Other funds holding IUSV

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LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Fisher Asset Management's IUSV Position: Q2 2026 in Review

Fisher Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 2,633 shares — an estimated $269K sold.

Fisher Asset Management first reported a position in IUSV in Q4 2024 and held it in 4 quarters. The position peaked at $678K in Q4 2024. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Fisher Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Fisher Asset Management sold 2,633 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $269K.
  • Fisher Asset Management first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 4 quarters.
  • Fisher Asset Management's iShares Core S&P US Value ETF position peaked at $678K in Q4 2024.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.