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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
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagstar Advisors's IUSV Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 40% in Q2 2026, selling an estimated $258K and leaving 3,512 shares worth $387K. The position accounts for 0.12% of the portfolio, ranked #144.

Flagstar Advisors first reported a position in IUSV in Q3 2021 and has held it in 20 quarters since. The position peaked at $919K in Q3 2021. 325 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Flagstar Advisors held 3,512 shares of iShares Core S&P US Value ETF worth $387K as of Q2 2026.
  • Flagstar Advisors sold 2,386 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $258K.
  • iShares Core S&P US Value ETF made up 0.12% of Flagstar Advisors's portfolio in Q2 2026, its #144 holding.
  • Flagstar Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares Core S&P US Value ETF position peaked at $919K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.