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

Good Harbor 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	$467K	Hold	4,241	–	–	0.46%	53
2026 Q1	$434K	Hold	4,241	–	–	0.47%	48
2025 Q4	$435K	Buy	+4,241	New	+$430K	0.51%	50

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

Good Harbor Advisors's IUSV Position: Q2 2026 in Review

Good Harbor Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,241 shares worth $467K. The position accounts for 0.46% of the portfolio, ranked #53.

Good Harbor Advisors first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Good Harbor Advisors held 4,241 shares of iShares Core S&P US Value ETF worth $467K as of Q2 2026.
Good Harbor 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 0.46% of Good Harbor Advisors's portfolio in Q2 2026, its #53 holding.
Good Harbor Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
806 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Good Harbor Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.