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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
Q2 		$8.04M Buy
72,992
+41,559
+132% +$4.5M 0.07% 134
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Focus Partners Advisor Solutions's IUSV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 132% in Q2 2026, buying an estimated $4.5M and bringing the position to 72,992 shares worth $8.04M. The position accounts for 0.07% of the portfolio, ranked #134.

Focus Partners Advisor Solutions first reported a position in IUSV in Q2 2022 and has held it in 17 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Focus Partners Advisor Solutions held 72,992 shares of iShares Core S&P US Value ETF worth $8.04M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 41,559 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $4.5M.
  • iShares Core S&P US Value ETF made up 0.07% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #134 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 17 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.