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

Fortis 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
Q1 		– Sell
-5,051
Closed -$518K – 124
2025
Q4 		$518K Buy
5,051
+27
+0.5% +$2.74K 0.28% 61
2025
Q3 		$502K Buy
5,024
+24
+0.5% +$2.34K 0.28% 61
2025
Q2 		$473K Sell
5,000
-4,940
-50% -$446K 0.3% 63
2025
Q1 		$917K Buy
9,940
+40
+0.4% +$3.75K 0.6% 33
2024
Q4 		$917K Sell
9,900
-2,965
-23% -$285K 0.6% 33
2024
Q3 		$1.23M Buy
12,865
+78
+0.6% +$7.17K 0.8% 30
2024
Q2 		$1.13M Buy
12,787
+62
+0.5% +$5.46K 0.79% 30
2024
Q1 		$1.15M Buy
12,725
+61
+0.5% +$5.25K 0.77% 30
2023
Q4 		$1.07M Buy
12,664
+137
+1% +$10.7K 0.76% 30
2023
Q3 		$935K Hold
12,527
– – 0.7% 32
2023
Q2 		$980K Buy
12,527
+45
+0.4% +$3.36K 0.7% 27
2023
Q1 		$921K Sell
12,482
-15
-0.1% -$1.1K 0.6% 28
2022
Q4 		$883K Buy
12,497
+240
+2% +$16.7K 0.67% 26
2022
Q3 		$767K Sell
12,257
-4,078
-25% -$282K 0.55% 32
2022
Q2 		$1.09M Buy
16,335
+76
+0.5% +$5.46K 0.72% 28
2022
Q1 		$1.23M Buy
16,259
+78
+0.5% +$5.85K 0.68% 29
2021
Q4 		$1.24M Buy
16,181
+181
+1% +$13.4K 0.72% 29
2021
Q3 		$1.13M Sell
16,000
-3,752
-19% -$272K 0.69% 30
2021
Q2 		$1.42M Sell
19,752
-36,807
-65% -$2.65M 0.82% 31
2021
Q1 		$2.43M Sell
56,559
-13,815
-20% -$906K 1.73% 19
2020
Q4 		$4.38M Sell
70,374
-12,699
-15% -$744K 3.86% 8
2020
Q3 		$4.51M Sell
83,073
-84,990
-51% -$4.65M 4.21% 9
2020
Q2 		$8.78M Sell
168,063
-211,284
-56% -$10.8M 8.7% 2
2020
Q1 		$17.5M Buy
379,347
+61,526
+19% +$3.54M 11.73% 2
2019
Q4 		$20M Buy
317,821
+107,702
+51% +$6.49M 12.11% 1
2019
Q3 		$12.1M Buy
210,119
+4,297
+2% +$245K 5.71% 3
2019
Q2 		$11.7M Buy
205,822
+1,125
+0.5% +$62.7K 5.66% 3
2019
Q1 		$11.2M Sell
204,697
-1,202
-0.6% -$64.2K 5.89% 3
2018
Q4 		$10.1M Buy
205,899
+184,157
+847% +$9.79M 6.12% 3
2018
Q3 		$1.23M Buy
21,742
+73
+0.3% +$4.08K 0.69% 25
2018
Q2 		$1.16M Hold
21,669
– – 0.67% 25
2018
Q1 		$1.15M Sell
21,669
-9,178
-30% -$509K 0.63% 25
2017
Q4 		$1.71M Sell
30,847
-3,432
-10% -$184K 1.05% 13
2017
Q3 		$1.79M Buy
+34,279
New +$1.76M 1.24% 11

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 $9.54B AUM 19.86% 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

Fortis Advisors's IUSV Position: Q1 2026 in Review

Fortis Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 5,051 shares — an estimated $518K sold.

Fortis Advisors first reported a position in IUSV in Q3 2017 and held it in 34 quarters. The position peaked at $20M in Q4 2019. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Fortis Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Fortis Advisors sold 5,051 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $518K.
  • Fortis Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2017 and held it in 34 quarters.
  • Fortis Advisors's iShares Core S&P US Value ETF position peaked at $20M in Q4 2019.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.