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Focus Partners Advisor Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Focus Partners Advisor Solutions’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
Q1 		$3.21M Sell
31,433
-157
-0.5% -$16.5K 0.03% 256
2025
Q4 		$3.24M Sell
31,590
-12,398
-28% -$1.26M 0.04% 220
2025
Q3 		$4.45M Buy
43,988
+15,302
+53% +$1.49M 0.05% 190
2025
Q2 		$2.71M Sell
28,686
-787
-3% -$71K 0.04% 230
2025
Q1 		$2.72M Sell
29,473
-429
-1% -$40.3K 0.04% 208
2024
Q4 		$2.77M Sell
29,902
-1,657
-5% -$159K 0.05% 178
2024
Q3 		$3.01M Sell
31,559
-2,244
-7% -$206K 0.06% 141
2024
Q2 		$2.98M Sell
33,803
-140
-0.4% -$12.3K 0.08% 124
2024
Q1 		$3.07M Buy
33,943
+26,605
+363% +$2.29M 0.09% 120
2023
Q4 		$619K Sell
7,338
-5,220
-42% -$407K 0.03% 215
2023
Q3 		$937K Sell
12,558
-1,703
-12% -$134K 0.05% 176
2023
Q2 		$1.12M Buy
14,261
+100
+0.7% +$7.47K 0.06% 125
2023
Q1 		$1.04M Buy
14,161
+4,896
+53% +$361K 0.07% 121
2022
Q4 		$654K Sell
9,265
-7,925
-46% -$551K 0.05% 167
2022
Q3 		$1.08M Sell
17,190
-57
-0.3% -$3.94K 0.06% 144
2022
Q2 		$1.15M Buy
+17,247
New +$1.24M 0.1% 100

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
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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Focus Partners Advisor Solutions's IUSV Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.5% in Q1 2026, selling an estimated $16.5K and leaving 31,433 shares worth $3.21M. The position accounts for 0.03% of the portfolio, ranked #256.

Focus Partners Advisor Solutions first reported a position in IUSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.45M in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Focus Partners Advisor Solutions held 31,433 shares of iShares Core S&P US Value ETF worth $3.21M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 157 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $16.5K.
  • iShares Core S&P US Value ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #256 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Focus Partners Advisor Solutions's iShares Core S&P US Value ETF position peaked at $4.45M in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.