HIMS
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Hager Investment Management Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hager Investment Management Services’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 		$35.5K Hold
322
– – 0.02% 167
2026
Q1 		$32.9K Hold
322
– – 0.02% 166
2025
Q4 		$33K Hold
322
– – 0.02% 160
2025
Q3 		$32.2K Hold
322
– – 0.02% 162
2025
Q2 		$30.5K Sell
322
-65
-17% -$5.87K 0.02% 163
2025
Q1 		$35.7K Hold
387
– – 0.03% 148
2024
Q4 		$35.8K Buy
+387
New +$37.2K 0.02% 153

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Hager Investment Management Services's IUSV Position: Q2 2026 in Review

Hager Investment Management Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 322 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #167.

Hager Investment Management Services first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.8K in Q4 2024. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Hager Investment Management Services held 322 shares of iShares Core S&P US Value ETF worth $35.5K as of Q2 2026.
  • Hager Investment Management Services left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Hager Investment Management Services's portfolio in Q2 2026, its #167 holding.
  • Hager Investment Management Services first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's iShares Core S&P US Value ETF position peaked at $35.8K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.