HFS
IUSV icon

Hantz Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hantz Financial 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 		$39M Sell
354,360
-3,777
-1% -$409K 0.53% 31
2026
Q1 		$36.6M Buy
358,137
+10,731
+3% +$1.13M 0.56% 29
2025
Q4 		$35.6M Sell
347,406
-594
-0.2% -$60.2K 0.52% 35
2025
Q3 		$34.8M Buy
348,000
+5,044
+1% +$491K 0.53% 35
2025
Q2 		$32.5M Sell
342,956
-11,314
-3% -$1.02M 0.52% 38
2025
Q1 		$32.7M Buy
354,270
+2,563
+0.7% +$241K 0.58% 34
2024
Q4 		$32.6M Buy
351,707
+10,447
+3% +$1M 0.57% 38
2024
Q3 		$32.6M Sell
341,260
-10,081
-3% -$927K 0.58% 37
2024
Q2 		$31M Sell
351,341
-9,514
-3% -$839K 0.6% 36
2024
Q1 		$32.6M Sell
360,855
-15,159
-4% -$1.3M 0.64% 35
2023
Q4 		$31.7M Buy
376,014
+11,934
+3% +$929K 0.69% 27
2023
Q3 		$27.2M Buy
364,080
+16,378
+5% +$1.29M 0.69% 34
2023
Q2 		$27.2M Buy
347,702
+11,322
+3% +$846K 0.68% 30
2023
Q1 		$24.8M Buy
336,380
+629
+0.2% +$46.3K 0.68% 32
2022
Q4 		$23.7M Buy
335,751
+7,059
+2% +$491K 0.72% 30
2022
Q3 		$20.6M Buy
328,692
+8,307
+3% +$573K 0.71% 29
2022
Q2 		$21.4M Buy
320,385
+9,320
+3% +$669K 0.72% 26
2022
Q1 		$23.6M Sell
311,065
-4,488
-1% -$336K 0.7% 27
2021
Q4 		$24.1M Buy
315,553
+4,954
+2% +$367K 0.69% 30
2021
Q3 		$22M Buy
310,599
+13,895
+5% +$1.01M 0.72% 30
2021
Q2 		$21.4M Buy
296,704
+3,601
+1% +$259K 0.78% 26
2021
Q1 		$20.2M Buy
293,103
+4,830
+2% +$317K 0.84% 25
2020
Q4 		$17.9M Buy
288,273
+2,498
+0.9% +$146K 0.8% 26
2020
Q3 		$15.5M Sell
285,775
-14,962
-5% -$818K 0.79% 27
2020
Q2 		$15.7M Buy
300,737
+12,092
+4% +$617K 0.88% 25
2020
Q1 		$13.3M Buy
+288,645
New +$16.6M 0.92% 21

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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

Hantz Financial Services's IUSV Position: Q2 2026 in Review

Hantz Financial Services reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.1% in Q2 2026, selling an estimated $409K and leaving 354,360 shares worth $39M. The position accounts for 0.53% of the portfolio, ranked #31.

Hantz Financial Services first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Hantz Financial Services held 354,360 shares of iShares Core S&P US Value ETF worth $39M as of Q2 2026.
  • Hantz Financial Services sold 3,777 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $409K.
  • iShares Core S&P US Value ETF made up 0.53% of Hantz Financial Services's portfolio in Q2 2026, its #31 holding.
  • Hantz Financial Services first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.