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HBK Sorce Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

HBK Sorce Advisory’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 		$292K Buy
2,557
+21
+0.8% +$2.27K 0.01% 512
2026
Q1 		$276K Buy
+2,536
New +$266K 0.01% 510

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

HBK Sorce Advisory's IUSV Position: Q2 2026 in Review

HBK Sorce Advisory increased its iShares Core S&P US Value ETF (IUSV) stake by 0.83% in Q2 2026, buying an estimated $2.27K and bringing the position to 2,557 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #512.

HBK Sorce Advisory first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • HBK Sorce Advisory held 2,557 shares of iShares Core S&P US Value ETF worth $292K as of Q2 2026.
  • HBK Sorce Advisory bought 21 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.27K.
  • iShares Core S&P US Value ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #512 holding.
  • HBK Sorce Advisory first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.