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

Glen Eagle 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	$9.03K	Hold	82	–	–	﹤0.01%	720
2026 Q1	$8.38K	Hold	82	–	–	﹤0.01%	694
2025 Q4	$8.41K	Sell	82 -47	-36%	-$4.77K	﹤0.01%	715
2025 Q3	$12.9K	Buy	129 +47	+57%	+$4.58K	﹤0.01%	646
2025 Q2	$7.76K	Hold	82	–	–	﹤0.01%	683
2025 Q1	$7.57K	Buy	+82	New	+$7.7K	﹤0.01%	686
2024 Q3	–	Sell	-80	Closed	-$7.05K	–	1174
2024 Q2	$7.05K	Buy	80 +40	+100%	+$3.53K	﹤0.01%	705
2024 Q1	$3.62K	Sell	40 -40	-50%	-$3.44K	﹤0.01%	818
2023 Q4	$6.75K	Hold	80	–	–	﹤0.01%	694
2023 Q3	$5.97K	Hold	80	–	–	﹤0.01%	699
2023 Q2	$6.26K	Hold	80	–	–	﹤0.01%	706
2023 Q1	$5.9K	Buy	+80	New	+$5.89K	﹤0.01%	694

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

Glen Eagle Advisors's IUSV Position: Q2 2026 in Review

Glen Eagle Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 82 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Glen Eagle Advisors first reported a position in IUSV in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.9K in Q3 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Glen Eagle Advisors held 82 shares of iShares Core S&P US Value ETF worth $9.03K as of Q2 2026.
Glen Eagle Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #720 holding.
Glen Eagle Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 12 quarters since.
Glen Eagle Advisors's iShares Core S&P US Value ETF position peaked at $12.9K in Q3 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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