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

Gallagher Fiduciary 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	$10.4M	Buy	94,711 +23,371	+33%	+$2.53M	0.34%	27
2026 Q1	$7.29M	Buy	71,340 +9,017	+14%	+$946K	0.28%	22
2025 Q4	$6.39M	Buy	62,323 +3,828	+7%	+$388K	0.21%	33
2025 Q3	$5.85M	Sell	58,495 -58,962	-50%	-$5.74M	0.21%	31
2025 Q2	$11.1M	Buy	117,457 +2,417	+2%	+$218K	0.43%	17
2025 Q1	$10.6M	Buy	115,040 +1,913	+2%	+$180K	0.35%	26
2024 Q4	$10.5M	Sell	113,127 -782	-0.7%	-$75.2K	2.05%	15
2024 Q3	$10.9M	Sell	113,909 -253,711	-69%	-$23.3M	2.2%	15
2024 Q2	$32.4M	Sell	367,620 -25,905	-7%	-$2.28M	7.26%	2
2024 Q1	$35.6M	Buy	393,525 +1,028	+0.3%	+$88.5K	1.26%	7
2023 Q4	$33.1M	Sell	392,497 -18,027	-4%	-$1.4M	1.14%	8
2023 Q3	$30.6M	Buy	410,524 +1,401	+0.3%	+$110K	2.7%	7
2023 Q2	$32M	Sell	409,123 -3,088	-0.7%	-$231K	2.43%	5
2023 Q1	$30.4M	Buy	+412,211	New	+$30.4M	2.51%	6

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Gallagher Fiduciary Advisors's IUSV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 33% in Q2 2026, buying an estimated $2.53M and bringing the position to 94,711 shares worth $10.4M. The position accounts for 0.34% of the portfolio, ranked #27.

Gallagher Fiduciary Advisors first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $35.6M in Q1 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Gallagher Fiduciary Advisors held 94,711 shares of iShares Core S&P US Value ETF worth $10.4M as of Q2 2026.
Gallagher Fiduciary Advisors bought 23,371 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.53M.
iShares Core S&P US Value ETF made up 0.34% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #27 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares Core S&P US Value ETF position peaked at $35.6M in Q1 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.