Flagstar Advisors
IUSV icon

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

Flagstar 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
Q3 		$395K Buy
3,583
+71
+2% +$8.03K 0.12% 141
2026
Q2 		$387K Sell
3,512
-2,386
-40% -$258K 0.12% 144
2026
Q1 		$603K Buy
5,898
+899
+18% +$94.3K 0.22% 99
2025
Q4 		$513K Sell
4,999
-193
-4% -$19.6K 0.17% 114
2025
Q3 		$519K Buy
5,192
+70
+1% +$6.81K 0.16% 118
2025
Q2 		$485K Sell
5,122
-526
-9% -$47.5K 0.13% 129
2025
Q1 		$521K Buy
5,648
+21
+0.4% +$1.97K 0.13% 127
2024
Q4 		$521K Sell
5,627
-179
-3% -$17.2K 0.13% 130
2024
Q3 		$554K Buy
5,806
+16
+0.3% +$1.47K 0.14% 122
2024
Q2 		$510K Sell
5,790
-8
-0.1% -$705 0.14% 121
2024
Q1 		$524K Sell
5,798
-806
-12% -$69.4K 0.15% 120
2023
Q4 		$557K Sell
6,604
-4,385
-40% -$341K 0.18% 109
2023
Q3 		$825K Sell
10,989
-98
-0.9% -$7.69K 0.31% 75
2023
Q2 		$868K Sell
11,087
-304
-3% -$22.7K 0.33% 72
2023
Q1 		$840K Buy
11,391
+53
+0.5% +$3.9K 0.31% 71
2022
Q4 		$801K Buy
11,338
+11
+0.1% +$765 0.28% 78
2022
Q3 		$709K Buy
11,327
+78
+0.7% +$5.38K 0.27% 76
2022
Q2 		$752K Buy
11,249
+48
+0.4% +$3.45K 0.28% 73
2022
Q1 		$849K Sell
11,201
-382
-3% -$28.6K 0.27% 73
2021
Q4 		$884K Sell
11,583
-1,384
-11% -$103K 0.27% 71
2021
Q3 		$919K Buy
+12,967
New +$942K 0.31% 67

Other funds holding IUSV

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Flagstar Advisors's IUSV Position: Q3 2026 in Review

Flagstar Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 2% in Q3 2026, buying an estimated $8.03K and bringing the position to 3,583 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #141.

Flagstar Advisors first reported a position in IUSV in Q3 2021 and has held it in 21 quarters since. The position peaked at $919K in Q3 2021. 339 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Flagstar Advisors held 3,583 shares of iShares Core S&P US Value ETF worth $395K as of Q3 2026.
  • Flagstar Advisors bought 71 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $8.03K.
  • iShares Core S&P US Value ETF made up 0.12% of Flagstar Advisors's portfolio in Q3 2026, its #141 holding.
  • Flagstar Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Core S&P US Value ETF position peaked at $919K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.