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IUSV icon

Harbour Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

Harbour Investments’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
Q1 		$2.38M Buy
23,277
+2,055
+10% +$215K 0.04% 445
2025
Q4 		$2.18M Buy
21,222
+19,913
+1,521% +$2.02M 0.04% 370
2025
Q3 		$131K Buy
1,309
+35
+3% +$3.41K ﹤0.01% 1445
2025
Q2 		$121K Sell
1,274
-114
-8% -$10.3K ﹤0.01% 1413
2025
Q1 		$128K Buy
1,388
+174
+14% +$16.3K ﹤0.01% 1308
2024
Q4 		$112K Hold
1,214
– – ﹤0.01% 1307
2024
Q3 		$116K Sell
1,214
-553
-31% -$50.8K ﹤0.01% 1247
2024
Q2 		$156K Sell
1,767
-140
-7% -$12.3K 0.01% 1044
2024
Q1 		$172K Sell
1,907
-124
-6% -$10.7K 0.01% 976
2023
Q4 		$171K Buy
2,031
+444
+28% +$34.6K 0.01% 920
2023
Q3 		$118K Buy
1,587
+6
+0.4% +$471 0.01% 981
2023
Q2 		$124K Buy
1,581
+8
+0.5% +$597 0.01% 972
2023
Q1 		$116K Buy
1,573
+66
+4% +$4.86K 0.01% 978
2022
Q4 		$106K Buy
1,507
+91
+6% +$6.33K 0.01% 986
2022
Q3 		$95K Hold
1,416
– – 0.01% 982
2022
Q2 		$95K Buy
+1,416
New +$102K 0.01% 982
2021
Q4 		$52K Sell
683
-1,325
-66% -$98.3K ﹤0.01% 1245
2021
Q3 		$142K Buy
2,008
+38
+2% +$2.76K ﹤0.01% 1182
2021
Q2 		$142K Buy
1,970
+145
+8% +$10.4K ﹤0.01% 1212
2021
Q1 		$126K Buy
+1,825
New +$120K ﹤0.01% 1189

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Harbour Investments's IUSV Position: Q1 2026 in Review

Harbour Investments increased its iShares Core S&P US Value ETF (IUSV) stake by 9.7% in Q1 2026, buying an estimated $215K and bringing the position to 23,277 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #445.

Harbour Investments first reported a position in IUSV in Q1 2021 and has held it in 20 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Harbour Investments held 23,277 shares of iShares Core S&P US Value ETF worth $2.38M as of Q1 2026.
  • Harbour Investments bought 2,055 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $215K.
  • iShares Core S&P US Value ETF made up 0.04% of Harbour Investments's portfolio in Q1 2026, its #445 holding.
  • Harbour Investments first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 20 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.